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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-06-28 |
| MN | RA | APPROVED | 2018-12-13 |
Branch Locations
350 N. Main Street Suite 106, Stillwater, MN 55082-7055 • United States
Hudson, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Minneapolis | MN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 12/2018 |
| Rbc Capital Markets, Llc | Stillwater | MN | 12/2018 | Present |
NAME OF ENTITY: IDTS Medical Foundation ADDRESS: 7533 Sunwood Drive NW Suite 308 Ramsey, MN 55303 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Designed to support patients who are unable to pay for proper respiratory care CAPACITY: Board of Directors * START DATE: 01/01/22 DUTIES: Assist with the development of IDTS Medical Foundation HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-13 |
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