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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-06-04
  • MN RA
    APPROVED
    Since 2024-06-04

Branch Locations

90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States

1966 Bunker Lake Blvd Nw Ste 700, Andover, MN 55304 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lionheart Home Staging, Llc. Minneapolis MN 10/2012 12/2023
Allstate Coon Rapids MN 12/2023 05/2024
Northstar Real Estate Associates Edina MN 03/2020 Present
Northstar Real Estate Associates Edina MN 03/2020 Present
Lionheart Home Staging. Llc. Blaine MN 10/2012 Present
Wells Fargo Clearing Services, Llc St Paul MN 05/2024 Present
Wells Fargo Bank, Na St Paul MN 05/2024 Present
  • 10/2012 → 12/2023
    Lionheart Home Staging, Llc.
    Minneapolis, MN
  • 12/2023 → 05/2024
    Allstate
    Coon Rapids, MN
  • 03/2020 → Present
    Northstar Real Estate Associates
    Edina, MN
  • 03/2020 → Present
    Northstar Real Estate Associates
    Edina, MN
  • 10/2012 → Present
    Lionheart Home Staging. Llc.
    Blaine, MN
  • 05/2024 → Present
    St Paul, MN
  • 05/2024 → Present
    Wells Fargo Bank, Na
    St Paul, MN
Previous Registrations
Other Businesses

MN REAL ESTATE LICENSE, INVT RELATED, MINNEAPOLIS, MN, START DATE 6/17/2024, LESS THAN 1 HR PER MONTH, 0 HRS DURING TRADING, REAL ESTATE LICENSE FOR CONTINUING EDUCATION.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-01
S65 Uniform Investment Adviser Law Examination 2023-09-18
S66 Uniform Combined State Law Examination 2009-11-13
  • S63 Uniform Securities Agent State Law Examination
    2023-11-01
  • S65 Uniform Investment Adviser Law Examination
    2023-09-18
  • S66 Uniform Combined State Law Examination
    2009-11-13
Other Names
  • Daniel Joseph Coleman
  • Daniel Coleman
  • Daniel Joseph Coleman
  • Dan Coleman

View on SEC IAPD

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