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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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
| FL | RA | APPROVED | 2019-01-28 |
| MN | RA | APPROVED | 2018-11-09 |
| TX | RA | APPROVED_RES | 2018-11-09 |
Branch Locations
Carmel Valley, CA • United States
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
One Town Center Road Suite 660, Boca Raton, FL 33486 • United States
1625 Radio Drive Suite 200 [Satellite], Woodbury, MN 55125 • United States
Boca Raton, FL • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 01/2009 | 11/2018 |
| Bank Of America, N.A. | Wayzata | MN | 12/2009 | 11/2018 |
| Wells Fargo Advisors Financial Network, Llc | Wayzata | MN | 11/2018 | Present |
VINTAGE AUTOSPORTS LLC; INV RELATED; BOCA RATON, FL; OWNER; ADVERTISING FOR FINET PRACTICE; START: 2019; 2 HRS/MO; 0 DURING TRADING.; GREEN AG SOLUTIONS LLC, NOT INV RELATED, BOCA RATON, FL, 100% OWNERSHIP, START 1/1/2010, ZERO HOURS PER MONTH, ZERO DURING TRADING, CREATED TO FACILITATE AGRICULTURAL SOIL REMINERALIZER SALES.; GREEN WEALTH MANAGEMENT LLC, INV RELATED, BOCA RATON, FL, START: 11/19/2018, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; MINNEAPOLIS,MN; 100% OWNERSHIP; START DATE 05/01/1995; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. VINTAGE AUTOSPORTS, LLC; NOT INV. RELATED; BOCA RATON,FL; 100% OWNERSHIP; START DATE 04/01/2019; NUMBER OF HOURS PER MONTH 40; NUMBER OF HOURS DURING TRADING 20; PROMOTING FINET PRACTICE. SCUDERIA FURIA, LLC, NOT INVT RELATED, STUART, FL, 100% OWNERSHIP, START DATE 8/10/2022, 3 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF AUTOMOTIVE REPAIR BUSINESS. FURIA CORSA, LLC, NOT INVT RELATED, STUART, FL, 100% OWNERSHIP, START DATE 8/10/2022, 5 HRS PER MONTH, 0 HRS DURING TRADING, OWNER OF AUTOMOTIVE RACING SERVICES. GWMG HOLDINGS LLC; INV RELATED; BOCA RATON, FL; 80.1% OWNERSHIP; START 11/7/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING; FINET PRACTICE. GWMG LEGACYCO LLC; INV RELATED; BOCA RATON, FL; 100% OWNERSHIP; START 11/07/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE. GREEN GROWTH PARTNERS LLC ; INV RELATED; WAYZATA,MN; MERCHANT CASH AND STOCK AGREEMENT;60% OWNERSHIP; START DATE: 12/05/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-22 |
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