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Account
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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-20 |
| OK | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-12 |
| NM | RA | APPROVED | 2026-08-05 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
Rio Rancho , NM • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Albuquerque | NM | 10/2022 | 08/2024 |
| Wells Fargo Bank, Na | Albuquerque | NM | 12/2021 | 08/2024 |
| Bank Of The West | Albuquerque | NM | 04/2021 | 11/2021 |
| Wells Fargo | Albuquerque | NM | 07/2015 | 03/2021 |
| Morgan Stanley | Albuquerque | NM | 09/2024 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2023-01-03 |
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