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11095 Viking Drive Suite 410, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-10-16 |
Branch Locations
11095 Viking Drive Suite 410, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Knw Group | Minnetonka | MN | 11/2002 | 03/2018 |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 04/2020 |
| Abbey Street | Eden Prairie | MN | 10/2019 | Present |
Business Name: Hazeltine National Golf Club Investment Related: No Address: 1900 Hazeltine BLvd Chaska MN 55318 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: member of the board Start Date: 4/1/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend board meetings Business Name: Hazeltine National Golf Club; Not-investment related; 1900 Hazeltine Blvd. Chaska, MN 55318; Golf Club; President; 5/1/2022; 20hours/month; 0 hours during securities trading hours; Strategic leadership of board
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-06-30 |
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