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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| MN | RA | APPROVED | 2025-02-28 |
Branch Locations
10900 Wayzata Blvd Ste 150, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Minnetonka | MN | 11/2008 | 12/2021 |
| Marks Group Wealth Management, Inc. | Minnetonka | MN | 11/2008 | 08/2024 |
| Ameriprise Financial Services, Llc | Minnetonka | MN | 11/2024 | Present |
| Unemployed | Plymouth | MN | 08/2024 | 11/2024 |
Other Business Activities; Lord of Life Transition Team; The church is looking for a new lead pastor, and the transition team is responsible for creating a document that will be reviewed by potential candidates for them to determine whether to pursue the position. We will be collecting data from the congregation and surrounding communities to determine the church's mission statement, objectives, and goals along with clearly defining demographic trends in the community. The project is estimated to be completed by the end of September and will be disbanded at that time.; 7401 Country Road 101, , Maple Grove, MN, 55311; Not Investment-Related; 06/09/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-23 |
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