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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 | 2026-03-23 |
Branch Locations
90 S 7Th St Fl 10 [Mn- Rbo], Minneapolis, MN 55402 • United States
3200 Main St Nw Ste 100, Coon Rapids, MN 55448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Coon Rapids | MN | 01/2023 | Present |
| Wells Fargo Bank, Na | Coon Rapids | MN | 03/2020 | Present |
| Discount Tire | Brooklyn Park | MN | 02/2019 | 02/2020 |
| Valvoline | Mankato | MN | 09/2016 | 02/2019 |
| Umloa | Champlin | MN | 08/2014 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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