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Welch, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-18 |
Branch Locations
Welch, MN • United States
115 Perimeter Center Place Suite 940, Atlanta, GA 30346-1244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-02-09 |
Branch Locations
115 Perimeter Center Place Suite 940, Atlanta, GA 30346-1244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bluprint Financial, Llc | Red Wing | MN | 09/2019 | 04/2023 |
| Pacific Community Ventures | Oakland | CA | 06/2016 | 04/2021 |
| Couloir Global Investors, Llc | Welch | MN | 08/2008 | 12/2023 |
| Timberland Investment Resources | Atlanta | GA | 12/2019 | 12/2021 |
| Timberland Investment Resources | Atlanta | GA | 12/2021 | Present |
| Couloir Wealth Advisors, Inc. | Welch | MN | 03/2025 | Present |
1. Timberland Investment Resources; investment related; Atlanta, GA; 12/2021; Natural resources management company focused on Timberland; Managing Director, Head of Impact; one hundred sixty hours/month spent on this activity; Identify, develop and manage impact investments; all hours during trading 2. Catholic Diocese of Oakland; yes investment related; Oakland, CA; chancery offices of a catholic diocese; investment committee member; member of the investment committee that advises the bishop on management of the diocese's investment assets; start date 08/2017; approx 2 hours per month; less than 2 hours during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-28 |
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