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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-08-27 |
| OK | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED | 2026-08-26 |
| MN | RA | APPROVED | 2026-08-03 |
Branch Locations
Burnsville, MN • United States
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Richfield | MN | 05/2022 | 12/2024 |
| Jpmorgan Chase Bank N.A. | Richfield | MN | 11/2020 | 12/2024 |
| G4S Secure Solutions | Eden Prairie | MN | 02/2020 | 11/2020 |
| Apple | Bloomington | MN | 09/2019 | 01/2020 |
| The Chapel | Hinsdale | IL | 07/2017 | 12/2018 |
| Giant Steps | Lisle | IL | 05/2016 | 07/2017 |
| United Transportation Llc/Amazon | Eagan | MN | 01/2019 | 09/2019 |
| Unemployed | Inver Grove Heights | MN | 12/2018 | 12/2018 |
| Wells Fargo Clearing Services, Llc | Saint Paul | MN | 01/2025 | Present |
| Wells Fargo Bank, Na | Saint Paul | MN | 12/2024 | Present |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2026 | Present |
| Thrivent Financial | Appleton | WI | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-03 |
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