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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 | 2024-06-11 |
Branch Locations
90 S 7Th St 10Th & 11Th Fls [Gj-Rbo], Minneapolis, MN 55402 • United States
2440 Fairview Ave N, Roseville, MN 55113 • 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 Clearing Services, Llc | Roseville | MN | 11/2023 | Present |
| Wells Fargo Bank, Na | Roseville | MN | 11/2023 | Present |
| Think Mutual Bank | Edina | MN | 01/2022 | 07/2023 |
| Premier Bank | Bloomington | MN | 03/2021 | 01/2022 |
| Bmo Harris Bank | St. Louis Park | MN | 08/2019 | 12/2020 |
| Bank Of America | St. Paul | MN | 04/2016 | 08/2019 |
| Unemployed | St. Louis Park | MN | 01/2021 | 03/2021 |
| Unemployed | St. Louis Park | MN | 07/2023 | 11/2023 |
SHIPT, NOT INV RELATED, BIRMINGHAM, AL, SHOPPER, START 9/3/24, 10 HRS PER MONTH, 0 HRS DURING TRADING, SHOP FOR AND DELIVER CUSTOMERS ORDERS | PERMALINX WITH JBLOOM; NOT INV RELATED; SAINT PETER'S, MO; 100% OWNERSHIP; 08/2023; 10 HOURS PER MONTH; 0 DURING TRADING; PERSONALIZED AND PERMANENT JEWELRY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2024-04-15 |
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