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18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-22 |
| MN | RA | APPROVED | 2019-11-06 |
Branch Locations
18258 Minnetonka Boulevard Suite 200, Deephaven, MN 55391-3359 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services, Llc | Eden Prairie | MN | 04/2011 | 11/2019 |
| Northwestern Mutual Investment Services, Llc | Eden Prairie | MN | 06/2011 | 12/2018 |
| High Note Wealth Llc | Deephaven | MN | 11/2019 | Present |
1) 01/2011 INDEPENDENT LICENSED INSURANCE AGENT; MINNESOTA; NON INVESTMENT RELATED; LIFE, HEALTH, LONG TERM CARE, DISABILITY 2) 05/08/2017 ONE DEEPHAVEN LLC; NON INVESTMENT RELATED; 18258 MINNETONKA BOULEVARD, DEEPHAVEN, MINNESOTA 55391, MEMBER, HOURS PER MONTH:<5, HOURS PER MONTH DURING SECURITIES TRADING HOURS: <5, 10% OWNER OF THE LLC AND RECEIVES MONTHLY AND QUARTERLY RENTAL INCOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-29 |
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