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601 Carlson Parkway Suite 850, Minnetonka, MN 55305-5231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-08-24 |
Branch Locations
601 Carlson Parkway Suite 850, Minnetonka, MN 55305-5231 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Piper Jaffray Inc. | Minneapolis | MN | 03/2015 | 07/2017 |
| Speece Thorson Capital Group, Inc. | Minneapolis | MN | 07/2017 | Present |
Trustee - Converge Worldwide Retirement Plan - investment related 2 hours/quarter Address: n/a Converge is HQ in Chicago. Trustee meetings are in Minneapolis in Co-Trustee offices 07-2010 to 07/2015 (5 yr term) 07/2017 to present (5 yr term) Duties: All investment related decisions for the fund: strategy, asset allocation, manager selection
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-10-20 |
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