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Bryan Pattee

Siol Wealth Advisors

Minneapolis, MN

Alphacopia

Annandale, MN

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Current Employers
Siol Wealth Advisors

Minneapolis, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2023-12-21
  • MN RA
    APPROVED
    Since 2023-12-21

Branch Locations

Minneapolis, MN • United States

Alphacopia

Annandale, MN • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2022-06-02
  • MN RA
    APPROVED
    Since 2022-06-02

Branch Locations

Annandale, MN • 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
Alphacopia Investments Llc Annandale MN 05/2021 Present
Us Bank Minneapolis MN 08/2012 07/2021
Siol Wealth Advisors, Llc Annandale MN 11/2023 04/2024
Siol Wealth Advisors, Llc Minneapolis MN 05/2024 Present
  • 05/2021 → Present
    Alphacopia Investments Llc
    Annandale, MN
  • 08/2012 → 07/2021
    Us Bank
    Minneapolis, MN
  • 11/2023 → 04/2024
    Siol Wealth Advisors, Llc
    Annandale, MN
  • 05/2024 → Present
    Siol Wealth Advisors, Llc
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-14
  • S65 Uniform Investment Adviser Law Examination
    2021-09-14

View on SEC IAPD

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