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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
241 5Th Ave N Suite 900, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed | Plymouth | MN | 06/2013 | 12/2016 |
| Foremost Capital Management | Plymouth | MN | 11/2015 | 02/2017 |
| Orgel Wealth Management | Altoona | WI | 03/2017 | 06/2022 |
| Caissa Wealth Strategies | Bloomington | MN | 06/2022 | 01/2025 |
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 01/2025 | Present |
| J.P. Morgan Securities Llc | Minneapolis | MN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-24 |
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