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Advisor at MAIRS & POWER
ST. PAUL, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MAIRS & POWER | Mixed wealth | Jan 28, 2026 | n/a | yes | ST. PAUL, MN | Current employment |
| BEARING POINT CAPITAL | Independent wealth | Aug 2, 2024 | Jan 8, 2026 | no | Bloomington, MN | Previous registration |
| MORGAN STANLEY | Wirehouse | Nov 26, 2019 | Aug 9, 2024 | no | Bloomington, MN|Minneapolis, MN|Chicago, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Oct 26, 2011 | no | ST. LOUIS, MO | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Aug 17, 2009 | Jan 3, 2011 | no | MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BEARING POINT CAPITAL | MAIRS & POWER | Jan 8, 2026 | Jan 28, 2026 | 20 | Firm change | RIA to RIA |
| MORGAN STANLEY | BEARING POINT CAPITAL | Aug 9, 2024 | Aug 2, 2024 | -7 | Firm change | Wirehouse to new firm |
| WELLS FARGO ADVISORS | MORGAN STANLEY | Oct 26, 2011 | Nov 26, 2019 | 2,953 | Firm change after gap | Wirehouse to wirehouse |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |