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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 | 2025-01-24 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Gq-Rbo], Minneapolis, MN 55402 • United States
101 N Cedar Ave, Owatonna, MN 55060 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Owatonna | MN | 05/2014 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Owatonna | MN | 05/2017 | 04/2019 |
| Wells Fargo Clearing Services, Llc | Owatonna | MN | 11/2024 | Present |
| Wells Fargo Bank, Na | Owatonna | MN | 11/2024 | Present |
| Premier Bank Minnesota | Northfield | MN | 04/2019 | 04/2021 |
| Millersberg Construction, Llc | Northfield | MN | 02/2021 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2024-12-30 |
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