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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 | 2024-06-18 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
8770 E Point Douglas Rd S, Cottage Grove, MN 55016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Woodbury | MN | 08/2009 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Woodbury | MN | 01/2017 | 07/2017 |
| Wells Fargo Clearing Services, Llc | Cottage Grove | MN | 12/2023 | Present |
| Wells Fargo Bank, Na | Cottage Grove | MN | 08/2009 | Present |
RENTAL PROPERTY; INV RELATED; TAMPA, FL; 100% OWNERSHIP WITH SPOUSE; START DATE 10/19/2020; 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER. RENTAL PROPERTY, INV RELATED, TAMPA, FL, 100% OWNERSHIP WITH SPOUSE, START: 9/15/22, 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER. RENTAL PROPERTY, INV RELATED, TAMPA, FL, 100% OWNERSHIP WITH SPOUSE, START: 7/22/23, 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER. RENTAL PROPERTY, INV RELATED, TAMPA, FL, 100% OWNERSHIP WITH SPOUSE, START: 6/22/22, 0 HOURS PER MONTH; 0 DURING TRADING; CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-16 |
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