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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 | 2025-02-14 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 09/2024 | Present |
| Wells Fargo Bank, Na | Minneapolis | MN | 06/2015 | Present |
| Present Help Inc | Minneapolis | MN | 09/2017 | Present |
PRESENT HELP INC; NOT INV RELATED; MINNEAPOLIS, MN; PERSONAL CARE ASSISTANT; START DATE 11/15/2017; 80 HOURS PER MONTH; 0 DURING TRADING; PROVIDE HELP WITH DAY-TO-DAY ACTIVITIES. LYFT-DRIVER; NOT INV RELATED;MINNEAPOLIS,MN; RIDESHARE DRIVER PARTNER; RIDESHARE DRIVER ; START DATE: 12/07/2021; 20 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-16 |
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