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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-14 |
| MN | RA | APPROVED | 2022-06-02 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Ge-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Minneapolis | MN | 09/2010 | 05/2022 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 05/2022 | Present |
Drink Vrai, Inc. - I am a non-voting board observer and minority shareholder in this privately held company that focuses on ready to drink cocktails and the business not "investment-related". Chicago, IL 60654. The business manufactures canned alcoholic beverages which are sold to distributors. I became involved with the business in 2018. I devote ~5 hours per month outside of trading hours to board activities. My duties primarily involve helping with the strategic direction of the company through conversations with the CEO and other board members. SOL-TON CAPITAL PARTNERS LLC, INV RELATED, CHICAGO, IL, 50% OWNERSHIP, START 9/15/2020, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, TO HOLD PRIVATE INVESTMENTS. S. COGSWORTH CAPITAL I, LLC; NOT INVESTMENT RELATED; EDINA,MN; 100% OWNERSHIP; START DATE 08/18/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS MONEY IN AN IRA. S. COGSWORTH, LLC; NOT INVESTMENT RELATED; EDINA,MN; 100% OWNERSHIP; START DATE 04/18/2018; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; INVESTMENT PARTNERSHIP.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-28 |
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