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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 | 2025-01-24 |
Branch Locations
8600 Highway 7 Mn-7, Minneapolis, MN 55426 • United States
90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation | Minnetonka | MN | 07/2019 | 03/2023 |
| Blue42 Agency | Maple Grove | MN | 09/2018 | 07/2019 |
| Central Transport | Blaine | MN | 06/2016 | 04/2018 |
| Unemployed | St Paul | MN | 05/2018 | 08/2018 |
| Jp Morgan Chase Bank N.A. | Eden Prairie | MN | 04/2023 | 10/2024 |
| Jp Morgan Securities Llc | Eden Prairie | MN | 04/2023 | 10/2024 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 12/2024 | Present |
| Wells Fargo Bank, Na | Minneapolis | MN | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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