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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 | 2025-12-01 |
Branch Locations
4959 Excelsior Blvd, Saint Louis Park, MN 55416 • United States
90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • 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 | Minneapolis | MN | 08/2025 | Present |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 08/2025 | Present |
| Home Depot | Bloomington | MN | 04/2025 | 08/2025 |
| Advisoree | Costa Mesa | CA | 02/2019 | 03/2025 |
| Maximus | Ft. Pierce | FL | 02/2017 | 08/2019 |
| Prologis | Denver | CO | 04/2010 | 02/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-03 |
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