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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-03 |
| MN | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED_RES | 2022-02-25 |
Branch Locations
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
One Town Center Road Suite 660, Boca Raton, FL 33486 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Wayzata | MN | 06/2009 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2022 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 02/2022 | Present |
JMHAT FINANCIAL, LLC; INV. RELATED; EDEN PRAIRIE,MN; 100% OWNERSHIP; START DATE 02/28/2022; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; PASS THROUGH FOR FINET EXPENSES. TRUSTEE OF SISTER'S TRUST (1); INV. RELATED; EDEN PRAIRIE, MN; START DATE 1/1997. TRUSTEE OF SISTER'S TRUST (2); INV. RELATED; EDEN PRAIRIE, MN; START DATE 1/1997. JPETERSON GP, LLC; INV RELATED; EDEN PRAIRIE,MN; MERCHANT PARTNERSHIP;90% OWNERSHIP; START DATE: 11/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-23 |
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