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511 N Broadway Suite 801, Milwaukee, WI 53202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-10 |
Branch Locations
1601 Utica Ave. S. Suite 1150, St. Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Minneapolis | MN | 08/2004 | 04/2021 |
| Waycrosse Inc. | Wayzata | MN | 04/2021 | 04/2022 |
| Pnc Bank | Minneapolis | MN | 05/2022 | 05/2024 |
| Old National Bank | St. Louis Park | MN | 05/2024 | Present |
| 1834 Investment Advisors Co. | St. Louis Park | MN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-18 |
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