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Current Employers
Petros Family Wealth, Llc

8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-02-21
  • MN RA
    APPROVED
    Since 2023-02-21

Branch Locations

8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Clearing Services, Llc Minnetonka MN 04/2022 02/2023
Thrivent St. Paul MN 05/2021 08/2021
Unemployed Maple Grove MN 01/2016 04/2021
Unemployed Maple Grove MN 09/2021 03/2022
Petros Family Wealth, Llc Chanhassen MN 02/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-12
  • S65 Uniform Investment Adviser Law Examination
    2023-01-12

View on SEC IAPD

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