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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 | 2021-01-11 |
| MN | RA | APPROVED | 2021-01-08 |
| TX | RA | APPROVED | 2021-01-08 |
Branch Locations
315 Manitoba Avenue Ste 300, Wayzata, MN 55391 • United States
Mound, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Wayzata | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Wayzata | MN | 11/2016 | 01/2021 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 01/2021 | Present |
1. T WEST C LLC; INV RELATED; MOUND, MN; LLC ESTABLISHED FOR REAL ESTATE INVESTMENTS; 50% OWNERSHIP; START 10/4/2016; MINIMAL TIME DEVOTED; NONE DURING TRADING HOURS. 2. RENTAL PROPERTY; INVESTMENT RELATED; COON RAPIDS,MN; 15% OWNERSHIP; START 8/4/2015; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. 4. RENTAL PROPERTY; INV RELATED; CHANHASSEN, MN; 50% OWNERSHIP; START 6/28/2011; 0 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. 6. RENTAL PROPERTY; INV RELATED; WEST ST PAUL, MN; 50% OWNERSHIP; COMMERCIAL PROPERTY; START 3/4/2019; 0 HR/MO; 0 DURING TRADING; OWNER. 7. CORVUSO PARTNERSHIP LLP; NOT INVESTMENT RELATED; ST. PAUL,MN; 15% OWNERSHIP; START 8/4/2015; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS RENTAL TOWN HOMES. 8. BSV FINANCIAL PARTNERS LLC; INVESTMENT RELATED; WAYZATA,MN; 25% OWNERSHIP; START 1/11/2021; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. 9. CDS 315 LLC; INVESTMENT RELATED; WAYZATA,MN; 100% OWNERSHIP; START 1/11/2021; NUMBER OF HOURS PER MONTH 200; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. 10. BSV FINANCIAL PARTNERS LLC 401K; INV. RELATED; WAYZATA,MN; TRUSTEE; FINET PRACTICE; START 1/11/2021. 11. MELROSE PLACE II LLC; NOT INVESTMENT RELATED; CHANHASSEN,MN; 50% OWNERSHIP; START 6/28/2011; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. 13. BSV FINANCIAL PARTNERS LLC 401K FBO ASSOCIATE; INV. RELATED; WAYZATA,MN; TRUSTEE; FINET PRACTICE; START DATE 10/2021; 1 HR PER MONTH; 0 HRS DURING TRADING.; 14. CO-TRUSTEE FOR BSV FINANCIAL PARTNERS, LLC 401K FBO ASSOCIATE, INV RELATED, WAYZATA, MN, START: 6/7/2023, 0 HOURS A MONTH, 0 HOURS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-07 |
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