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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-18 |
| MN | RA | APPROVED | 2025-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Ankeny | IA | 10/2022 | 05/2024 |
| Wells Fargo Bank, Na | Ankeny | IA | 07/2021 | 05/2024 |
| Drake University | Des Moines | IA | 08/2018 | 05/2021 |
| Central College | Pella | IA | 08/2018 | 05/2019 |
| Scott Brunscheen | Minneapolis | MN | 05/2010 | Present |
| St. Michael's In Old Town (Chicago Archdiocese) | Chicago | IA | 08/2013 | 08/2018 |
| North Shore Choral Society | Evanston | IL | 11/2018 | 11/2018 |
| College Of Dupage | Glen Ellyn | IL | 05/2017 | 12/2018 |
| Midland Symphony Orchestra | Midland | MI | 04/2019 | 04/2019 |
| Haymarket Opera | Chicago | IL | 09/2016 | Present |
| Chicago Chorale | Chicago | IL | 03/2018 | 03/2018 |
| Madison Opera | Madison | WI | 10/2013 | 04/2017 |
| Chicago Opera Theater | Chicago | IL | 04/2010 | 02/2017 |
| Long Beach Opera | Long Beach | CA | 08/2016 | 04/2019 |
| Madison Bach Musicians | Madison | WI | 04/2016 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 08/2025 | Present |
| Macphail Center For Music | Minneapolis | MN | 06/2025 | 08/2025 |
| Wayzata Public Schools | Plymouth | MN | 08/2024 | 08/2025 |
| Source Song Festival | Minneapolis | MN | 08/2024 | 08/2025 |
| Consortium Carissimi | St. Paul | MN | 10/2024 | Present |
| South Dakota Symphony Orchestra | Sioux Falls | SD | 12/2024 | 12/2024 |
| Schubert Club | St. Paul | MN | 10/2024 | Present |
| Opera Lafayette | Washington Dc | DC | 04/2024 | 05/2024 |
| Picardy Investment Inc | Chicago | IL | 10/2017 | 09/2018 |
| Appen Butler Hill | Pella | IA | 01/2016 | 12/2019 |
I*: 2743285Entity Type; For Profit Name: Haymarket Opera Investment-related: No Address: Chicago, IL 60614Title, or relationship with the other business: Musician Start date of your relationship: 10/2025Approximate number of hours/month you devote to the other business: 5 hrs mthly Number of hours you devote to the other business during securities trading hours: 0Duties: Contracted irregularly for musical performances I*: 2743286Entity Type: For Profit Name: Schubert Club Investment-related: No Address: Saint Paul, MN 55102Title, or relationship with the other business: Musician Start date of your relationship: 11/2025Approximate number of hours/month you devote to the other business: 1 hr mthly Number of hours you devote to the other business during securities trading hours: 1 hr mthly Duties: Contracted irregularly for musical performances I*2722270 Entity Type: For Profit Name of OBA: Scott Brunscheen Address: Minneapolis Minnesota Investment Related: No Position, Title, Association: Owner Start Date:05/01/2010 No Hours: 20 Monthly No Hours during trading:0 MonthlyDuties: Musician working with performing arts organizations as a contractor I*3113280 Entity Type: Charitable Name of OBA: Consortium Carissimi Address: Saint Paul, Minnesota, 55104Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 11/10/2025Number of Hours: 40, Yearly Number of Hours during trading: 0 Duties: Performing arts organization Guest musician I*3272281, Entity Type: Charitable, Name of OBA: St John's Lutheran Church (ELCA), Address: Minneapolis, Minnesota, 55419, Investment Related: N, Position, Title, Association: Consultant/Independent Contractor, Employee State Date: 12/12/2025, No Hours: 5 Yearly, No Hours during Trading: 0 Yearly, Duties: Guest Musician, Church I*4680366 Entity Type: Charitable Name of OBA: Tapestry Choral Collective Address: St Paul, Minnesota, 55104 Investment Related: No Position, Title, Association: Consultant/Independent Contractor Employee Start Date: 01/10/2027 Number of Hours: 60, Yearly Number of Hours during trading: 20, Yearly Duties: Performing arts organization Contract musician
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-05 |
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