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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-02-09 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 08/2012 | 01/2018 |
| Bank Of America, N.A. | Wayzata | MN | 11/2012 | 01/2018 |
| Tradition Wealth Management Llc | Wayzata | MN | 01/2018 | Present |
| Concourse Financial Group Securities Inc | Wayzata | MN | 01/2018 | 01/2025 |
| Private Client Services | Wayzata | MN | 01/2025 | Present |
1) Tradition Wealth Management Insurance Agency LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. Insurance-Life. Insurance Sales Agent. 1 hr/mo; 1 during trading hrs. 2) Tradition Wealth Managment LLC. 7601 France Ave S, Sute 100, Edina, MN 55435. RIA. 160 hrs/mo; 8 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-06 |
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