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Nashville, TN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-31 |
Branch Locations
221 Main Street North Suite 201, Stillwater, MN 55082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | St. Paul | MN | 09/2014 | 11/2018 |
| Osaic Wealth, Inc. | Minneapolis | MN | 10/2018 | 07/2026 |
| Focus Financial Network, Inc. | Minneapolis | MN | 10/2018 | 07/2026 |
| Gambit Capital Management, Llc | Woodbury | MN | 07/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Author; Not investment-related; Forest Lake, MN 55025; Publishing and book sales; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-05 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-09 |
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