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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-04-02 |
Branch Locations
43 Main Street Se Suite 236, Minneapolis, MN 55414 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Minneapolis | MN | 04/2005 | 02/2017 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 11/2013 | 02/2017 |
| Ballast Advisors, Llc | Arden Hills | MN | 02/2017 | 03/2019 |
| Sns Financial Group, Llc | Minneapolis | MN | 04/2019 | 05/2026 |
| Vector Wealth Management | Minneapolis | MN | 04/2019 | 05/2026 |
| Kestra Financial Inc. | Minneapolis | MN | 05/2026 | Present |
1.BUSINESS OWNERSHIP ; WAYZATA ADVISORS LLC;MANAGING MEMBER; LEGAL ENTITY ESTABLISHED TO MANAGE OUR OFFICE LEASE AND OPERATING EXPENSES; WAYZATA, MN 55391; NOT Investment Related;AUGUST 2013; 1-9 HOURS PER MONTH; 0 during trading hours. 2.Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-30 |
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