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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 | 2025-06-06 |
Branch Locations
424 W Washington St, Brainerd, MN 56401 • United States
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 | Winona | MN | 02/2025 | Present |
| Wells Fargo Bank, Na | Winona | MN | 02/2017 | Present |
| Unemployed | Owatonna | MN | 01/2017 | 02/2017 |
| Rochester Motorcars | Rochester | MN | 08/2016 | 01/2017 |
| Kwik Trip, Inc. | Owatonna | MN | 09/2021 | 01/2022 |
| Dominos Pizza | Owatonna | MN | 04/2017 | 02/2018 |
| Level Up Coaching Services Llc | Winona | MN | 07/2024 | Present |
LEVEL UP COACHING SERVICES, LLC; NOT INV RELATED; WINONA, MN; 100% OWNERSHIP; 01/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; COACHING FOR SPIRIT, HEALTH, AND LIFESTYLE CHANGES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-14 |
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