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38 Fountain Square Plaza, Cincinnati, OH 45263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Minneapolis | MN | 09/2012 | 04/2024 |
| Wells Fargo Clearing Services | Minneapolis | MN | 10/2021 | 04/2024 |
| University Of Minnesota - Carlson School Of Management | Minneapolis | MN | 06/2009 | 09/2023 |
| Parr Mcknight Wealth Management Group | Minneapolis | MN | 09/2024 | 07/2025 |
| Not Employed | Minneapolis | MN | 05/2024 | 08/2024 |
| Fifth Third Wealth Advisors Llc | Minneapolis | MN | 08/2025 | Present |
MN LAW LICENSE, NOT INV RELATED, STATE OF MN, START 11/16/2021, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, LICENSED ATTORNEY. CARLSON SCHOOL OF MANAGEMENT, UNIVERSITY MINNESOTA, NOT INVT RELATED, CO INSTRUCTOR - ADJUNCT PROFESSOR, START 6/26/2023, 10 HRS PER MONTH, 0 HRS DURING TRADING, TEACHING TAXATION OF FIDUCIARIES COURSE. MINNEAPOLIS GOLF CLUB, INV RELATED, ST. LOUIS PARK, MN, FINANCE COMMITTEE MEMBER, START 1/18/2024, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, BUDGETING FOR CLUB FINANCES. THE PFISTER FOUNDATION, NOT INV RELATED, 888 GOOD HOPE DR. CASTLE ROCK, CO 80108, 501(C)(3) TAX EXEMPT FAMILY FOUNDATION, BOARD MEMBER, BOARD MEMBER, 2010, 2 HOURS PER MONTH, 0 HRS DURING TRADING, SERVE AS BOARD MEMBER, ATTEND BOARD MEETINGS, EVALUATE RECOMMENDATIONS AROUND GRANTS TO BE MADE BY THE FOUNDATION TO 501(C)(3) TAX-EXEMPT PUBLIC CHARITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-07 |
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