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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 | 2026-08-19 |
Branch Locations
7525 Currell Blvd, Woodbury, MN 55125 • United States
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Woodbury | MN | 06/2026 | Present |
| Wells Fargo Bank, Na | Woodbury | MN | 08/2025 | Present |
| Northwestern Mutual | Edina | MN | 06/2024 | 01/2025 |
| Saint Johns | Collegeville | MN | 07/2021 | 05/2025 |
| Lost Spur Golf Course | Eagan | MN | 05/2023 | 08/2023 |
| St Croix Lutheran | West Saint Paul | MN | 08/2017 | 05/2021 |
| Crown Of Life | West Saint Paul | MN | 08/2013 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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