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7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-09-09 |
| TX | RA | APPROVED | 2024-08-19 |
| MN | RA | APPROVED | 2014-01-29 |
Branch Locations
7261 Ohms Lane, Edina, MN 55439 • United States
Peoria, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Financial Advisors, Inc. | Edina | MN | 04/2013 | Present |
1) Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building. 2) Please note that while I have maintained an active CPA license since 2001, I do not provide tax preparation or accounting services to advisory clients, nor do I hold myself out to the public for CPA services.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-13 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-18 |
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