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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 | 2025-10-30 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Gq-Rbo], Minneapolis, MN 55402 • United States
13765 83Rd Way N, Maple Grove, MN 55369 • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Eden Prairie | MN | 05/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Eden Prairie | MN | 05/2023 | 09/2025 |
| Naples Coastal Kitchen | Naples | FL | 02/2022 | 05/2022 |
| Fitness Internaitonal Llc | Naples | FL | 01/2020 | 09/2021 |
| Westmor Industries | Morris | MN | 11/2019 | 01/2020 |
| Prarie Community Services | Morris | MN | 04/2016 | 11/2019 |
| Soderstrom And Associates | Chanhassen | MN | 11/2022 | 03/2023 |
| Guardian Life Insurance Company Of America | Naples | FL | 06/2022 | 10/2022 |
| Hideaway Beach Association Inc | Marco Island | FL | 07/2022 | 10/2022 |
| Pinchers Crabshack Of Lakewood Ranch Inc | Naples | FL | 04/2022 | 07/2022 |
| Fiesta Restaurant Group, Inc. | Miami | FL | 11/2021 | 12/2021 |
| Ups | Morris | MN | 11/2019 | 12/2019 |
| Clear | Minneapolis | MN | 04/2023 | 04/2023 |
| Alliance Financial Group | Naples | FL | 10/2021 | 11/2022 |
| Wells Fargo Bank, Na | Maple Grove | MN | 09/2025 | Present |
| Wells Fargo Clearing Services, Llc | Maple Grove | MN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-21 |
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