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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_RES | 2018-05-22 |
| MN | RA | APPROVED | 2017-12-06 |
Branch Locations
8500 Normandale Lake Blvd Ste 1710, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory Wallace | Edina | MN | 08/2015 | 11/2017 |
| Northwestern Mutual Investment Services Llc | Edina | MN | 08/2015 | 11/2017 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2015 | 11/2017 |
| Wells Fargo Clearing Services Llc | Bloomington | MN | 11/2017 | Present |
PERSONAL REPRESENTATIVE FOR SPOUSE, INV RELATED, BLOOMINGTON, MN, START: 4/27/2023, 15 HOURS A MONTH, 2 HOURS DURING TRADING.; TRUSTEE FOR SPOUSE'S TRUST, INV RELATED, BLOOMINGTON, MN, START: 8/11/2023, 2 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-20 |
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