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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
301 S State St, Fairmont, MN 56031 • United States
500 6Th Street, Armstrong, IA 50514 • United States
220 E Main St #210, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bean Town Grill | Fairmont | MN | 02/2015 | 05/2017 |
| University Of Minnesota - Duluth | Duluth | MN | 08/2017 | 12/2020 |
| Bank Midwest | Fairmont | MN | 01/2021 | 03/2021 |
| Raymond James Financial Services Inc | Fairmont | MN | 03/2021 | 11/2021 |
| Raymond James Financial Services Advisors | Fairmont | MN | 09/2021 | 11/2021 |
| Sweet Financial Partners, Llc | Fairmont | MN | 11/2021 | 03/2024 |
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2021 | 03/2024 |
| Lpl Financial Llc | Fairmont | MN | 03/2024 | 01/2026 |
| Bank Midwest | Fairmont | MN | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Fairmont | MN | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Fairmont | MN | 01/2026 | Present |
(1) Name of Business: Address: 301 S State St, Fairmont , MN, 56031-4146, United States Activity Type: Non-variable Insurance Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/12/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Bank Midwest Insurance Agency is a department at our bank (2) Name of Business: Midwest Wealth Group Address: 301 S State St, Fairmont, MN, 56031-4146, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/12/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Role in activity Advisor for Midwest Wealth Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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