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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED | 2025-09-04 |
| WI | RA | APPROVED | 2025-09-04 |
Branch Locations
2803 Banks Ave Suite B [Satellite], Superior , WI 54880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Duluth | MN | 10/2013 | 04/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 04/2017 | 08/2025 |
| Cuna Mutual Group | Waverly | IA | 04/2017 | 08/2025 |
| Lpl Financial Llc | Hermantown | MN | 05/2022 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Willmar | MN | 09/2025 | Present |
1. 05-18-2022-SCCU Retirement & Financial Advisors- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- BLUE HARBOR ADVISORY, LLC; INV RELATED; DULUTH, MN; LLC;100%; START DATE: 09/04/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; 2. AUGUST ACRES, LLC; INV RELATED; PIERZ, MN; BEEF CATTLE AND CROP FARM;100% OWNERSHIP; START DATE: 03/01/2026; 10 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-22 |
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