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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 | 2026-04-15 |
Branch Locations
220 1St Ave Nw, Grand Rapids, MN 55744 • United States
90 S 7Th St Fl 10 [Mn- 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 | Grand Rapids | MN | 02/2023 | Present |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MN | 11/2025 | Present |
| First American Title Insurance Company | Grand Rapids | MN | 02/2021 | 02/2023 |
| Wells Fargo Bank | Grand Rapids | MN | 09/2016 | 02/2021 |
| Ssg Corporation | Superior | WI | 05/2011 | 09/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2026-01-14 |
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