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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-25 |
Branch Locations
4425 Hwy 169 N Suite 100, Plymouth, MN 55442 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locorr Distributors | Excelsior | MN | 04/2016 | 04/2018 |
| Fidelity Brokerage Services Llc | Minnetonka | MN | 05/2018 | 03/2019 |
| Castle Hill Capital Partners Inc | New York | NY | 03/2019 | 04/2020 |
| Morgan Stanley | Wayzata | MN | 09/2021 | Present |
| Unemployed | St. Bonifacius | MN | 04/2020 | 09/2021 |
| Osaic | New York | NY | 09/2024 | Present |
1. BRIDGER FINANCIAL, LLC POSITION: Client Service Associate NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/17/2024 ADDRESS: 4425 Highway 169 N Suite 100, Plymouth MN 55442, United States DESCRIPTION: Administrative services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-06 |
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