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1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-01-05 |
Branch Locations
1100 Sw Sixth Avenue, Portland, OR 97204 • United States
Lindstrom, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Forest Lake | MN | 08/2007 | 08/2022 |
| Wells Fargo Clearing Services, Llc | Forest Lake | MN | 05/2019 | 08/2022 |
| Minnesota Life Insurance Co | Saint Paul | MN | 09/2022 | 12/2022 |
| Securian Financial Services Inc | Saint Paul | MN | 09/2022 | 12/2022 |
| The Standard | St. Paul | MN | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-16 |
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