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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-28 |
| OR | RA | APPROVED | 2023-09-21 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2007 | 03/2017 |
| Investment Centers Of America | Helena | MT | 03/2017 | 11/2017 |
| Lpl Financial Llc | Helena | MT | 11/2017 | 07/2018 |
| Roehl & Yi Investment Advisors, Llc | Eugene | OR | 04/2019 | 06/2020 |
| Self- Employed | Helena | MT | 07/2018 | 04/2019 |
| O'COnnell Investments And Insurance Services, Llc | Eugine | OR | 06/2020 | Present |
| Full Quiver W.M. | Helena | MT | 03/2017 | 07/2018 |
| Advisornet Wealth Partners | Minnetonka | MN | 09/2023 | Present |
2007- INSURANCE AGENT IN STATE OF MONTANA, VARIOUS CARRIERS. HEALTH, LIFE, FIXED ANNUITIES. SPENDS LESS THAN 10% OF TIME EACH MONTH ON THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-26 |
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