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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Austin | MN | 09/2019 | 02/2023 |
| Wells Fargo Bank, Na | Austin | MN | 09/2019 | 02/2023 |
| Ace Cash Express | Columbia Heights | MN | 12/2017 | 09/2019 |
| Walgreens | Richfield | MN | 09/2017 | 12/2017 |
| Elk River High School | Elk River | MN | 09/2016 | 05/2017 |
| Famous Footwear | Elk River | MN | 05/2017 | 09/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 02/2023 | 04/2025 |
| University Of Minnesota | Crookston | MN | 08/2022 | 12/2022 |
| Bank Of America, N.A. | Minneapolis | MN | 03/2023 | 04/2025 |
| Raymond James Financial Services, Inc. | Minnetonka | MN | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Minnetonka | MN | 04/2025 | Present |
(1)Name of Business: Prosperwell Financial Address: 4300 Baker Rd, Minnetonka, MN, 55343-8600, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/14/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a relationship manager with Prosperwell Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-09 |
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