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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-26 |
| MN | RA | APPROVED | 2024-01-04 |
Branch Locations
641 Lake St. E. Suite 230, Wayzata, MN 55391 • United States
Orono, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envoi Llc | Minneapolis | MN | 04/2014 | 01/2023 |
| Rbc Capital Markets, Llc | Wayzata | MN | 01/2024 | Present |
| Cercano Management, Llc | Wayzata | MN | 01/2023 | 09/2023 |
| Unemployed | Orono | MN | 10/2023 | 12/2023 |
| City National Bank | Wayzata | MN | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-03-12 |
| S66 | Uniform Combined State Law Examination | 2009-06-24 |
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