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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-22 |
| SD | RA | APPROVED | 2025-10-07 |
| GA | RA | APPROVED | 2025-10-06 |
| CA | RA | APPROVED | 2025-10-03 |
| IL | RA | APPROVED | 2025-10-03 |
| MI | RA | APPROVED | 2025-10-03 |
| MN | RA | APPROVED | 2025-10-03 |
| OH | RA | APPROVED | 2025-10-03 |
| TX | RA | APPROVED | 2025-10-03 |
| WI | RA | APPROVED | 2025-10-03 |
| WY | RA | APPROVED | 2025-10-03 |
Branch Locations
8500 Normandale Lake Blvd Ste 1710, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Minneapolis | MN | 12/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 10/2017 |
| Ubs Financial Services, Inc. | Wayzata | MN | 10/2017 | 03/2019 |
| Unemployed | Minnetrista | MN | 04/2019 | 08/2019 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 09/2019 | 09/2025 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-10 |
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