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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-01 |
| MN | RA | APPROVED | 2025-04-21 |
| TX | RA | APPROVED | 2025-04-21 |
Branch Locations
211 5Th Ave S Ste 300, Saint Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Eagan | MN | 08/2016 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Eagan | MN | 09/2017 | 02/2025 |
| Connexus Credit Union | Brooklyn Center | MN | 03/2025 | 04/2025 |
| Lpl Financial Llc | Brooklyn Center | MN | 03/2025 | 04/2025 |
| J.P. Morgan Securities Llc | Rogers | MN | 04/2025 | Present |
| Jpmorgan Chase Bank, N.A. | Rogers | MN | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-18 |
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