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3900 Northwoods Drive Suite 315, St Paul, MN 55112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-10-18 |
Branch Locations
3900 Northwoods Drive Suite 315, St Paul, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moller & Barrett, Llp (F/K/A Brown & Moller Llp) | Arden Hills | MN | 01/1995 | 12/2020 |
| Heritage Capital Advisors | Arden Hills | MN | 11/2001 | Present |
| Moller, Lee & Barrett, Pllc | Arden Hills | MN | 01/2021 | Present |
1. Moller, Lee & Barrett, PLLC - Non-invested related, 3900 Northwoods Drive, Suite 315, Arden Hills, MN 55112. Certified Public Accounting firm. 33% Owner and Managing Partner. Started January 2021. 80 hours a month, which are during securities trading hours. CPA and managing partner of business which does tax return preparation, tax consultation, business planning, estate planning and estate administration. 2. Heritage Ventures, LLC (HV)- Non-investment related, 105 6th Avenue South, Princeton, MN 55371. Holding Company. 100% Controlled by Scott Moller. Started 2010. 25 hours a month, primarily not during securities trading hours. HV provides management services to companies that it has 100% ownership in or partial ownership in. These companies are involved in equipment leasing, beef cattle operations, land investments and farmland investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-10-10 |
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