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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-18 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Perspectives | Plymouth | MN | 06/1999 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 08/2013 | Present |
1) INSURANCE LICENSE, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. INVESTMENT RELATED. 10/2005 2) FINANCIAL PERSPECTIVES, INC, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. RIA, INVESTMENT RELATED. 06/2004. 3) FP TAX & ACCOUNTING, LLC DBA DUGAN & COMPANY, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. TAX PREPARER, NOT INVESTMENT RELATED. 07/1999. 4) NOTARY PUBLIC COMMISSION, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. NOT INVESTMENT RELATED, 08/2019.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-25 |
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