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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 11/2005 | 02/2017 |
| Bell Bank | Fargo | ND | 10/2005 | 10/2025 |
| Cetera Investment Advisers Llc | Fargo | ND | 01/2014 | 02/2017 |
| Lpl Financial Llc | Fargo | ND | 02/2017 | 10/2025 |
| Raymond James Financial Services, Inc. | Fargo | ND | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Fargo | ND | 10/2025 | Present |
(1)Name of Business: Moe Wealth Management at Midwest Wealth Address: 4266 32nd Ave S Ste H, Fargo, ND, 58104, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-06 |
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