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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 | 2013-11-04 |
| CA | RA | APPROVED | 2005-02-03 |
Branch Locations
701 Lake Street E Ste 200 [Satellite], Wayzata, MN 55391 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | St. Paul | MN | 09/2009 | Present |
VISTA WEALTH MANAGEMENT, INV RELATED, ST. PAUL, MN, 100% OWNERSHIP, START: 12/31/2004, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE. TRUSTEE FOR VISTA WEALTH MANAGEMENT 401K, INV RELATED, ST. PAUL, MN, START: 12/31/2004, 1 HR/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-24 |
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