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141 Fillmore St W, Preston, MN 55965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2026-01-02 |
| WI | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Minneapolis | MN | 07/2016 | 11/2019 |
| Wells Fargo Advisors | St. Paul | MN | 07/2016 | 11/2019 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 07/2016 | 11/2019 |
| Valic Financial Advisors, Inc. | Edina | MN | 12/2019 | 08/2022 |
| J.P. Morgan Securities Llc | Roseville | MN | 08/2022 | 04/2025 |
| Valic Financial Advisors | Edina | MN | 12/2019 | 08/2022 |
| Marketplace Events Llc | Forest Lake | MN | 02/2019 | 01/2021 |
| Mml Investors Services, Llc | Minneapolis | MN | 04/2025 | 10/2025 |
| Massmutual Life Insurance Company | Minneapolis | MN | 05/2025 | 10/2025 |
| M&E Catalyst Group | Minneapolis | MN | 05/2025 | 10/2025 |
| Pivotal Wealth And Tax Llc | Preston | MN | 11/2025 | Present |
| Pivotal Wealth And Tax Llc | Preston | MN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-04 |
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