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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 | 2026-01-09 |
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 Bank, Na | Forest Lake | MN | 08/2025 | Present |
| Wells Fargo Clearing Services, Llc | Forest Lake | MN | 08/2025 | Present |
| Unemployed | Woodbury | MN | 11/2024 | 08/2025 |
| Kowalski's Markets | Shoreview | MN | 09/2023 | 11/2024 |
| Kowalski's Markets | Woodbury | MN | 07/2022 | 09/2023 |
| United Natural Foods Inc. | Eden Prairie | MN | 11/2021 | 07/2022 |
| Wells Fargo | Minneapolis | MN | 06/2021 | 11/2021 |
| Wipfli | Minneapolis | MN | 12/2020 | 05/2021 |
| Kowalski's Markets | Woodbury | MN | 12/2018 | 12/2020 |
| Kowalski's Markets | Woodbury | MN | 02/2015 | 08/2017 |
| Full Time Education | Grand Forks | ND | 08/2017 | 05/2018 |
| Kowalski's Markets | Eagan | MN | 05/2018 | 08/2018 |
| Full Time Education | Grand Forks | ND | 08/2018 | 12/2018 |
TBD; NOT INV RELATED;WOODBURY,MN; HOME SERVICES;100% OWNERSHIP; START DATE: 02/28/2026; 24 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-14 |
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