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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-21 |
| TX | RA | APPROVED_RES | 2021-06-10 |
Branch Locations
80 South 8Th Street Suite 2900, Minneapolis, MN 55402 • United States
Shakopee, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Bloomington | MN | 05/2000 | 01/2019 |
| Bank Of America, N.A. | Bloomington | MN | 02/2018 | 01/2019 |
| Rbc Capital Markets, Llc. | Edina | MN | 01/2019 | 06/2021 |
| City National Bank | Edina | MN | 05/2019 | 06/2021 |
| Ubs Financial Services Inc | Minneapolis | MN | 06/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-12-04 |
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