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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 |
|---|---|---|---|
| MN | RA | APPROVED | 2025-07-18 |
| TX | RA | APPROVED | 2025-07-18 |
Branch Locations
701 Xenia Avenue South 170 Fl1, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 09/2016 | 07/2025 |
| Bank Of America, N.A. | Minneapolis | MN | 10/2016 | 07/2025 |
| Wells Fargo Advisors Financial Network, Llc | Golden Valley | MN | 07/2025 | Present |
WILD BLUE ADVISOR LLC ;INV RELATED; EXCELSIOR,MN; FINANCIAL PLANNING;100% OWNERSHIP; START DATE: 07/21/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;FINET PRACTISE; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-11 |
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