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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
11 Bridge Square, Northfield, MN 55057 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bgm Trunorth Wealth Partners | Bloomington | MN | 10/2014 | 10/2016 |
| Trunorth Wealth Partners | St. Paul | MN | 10/2016 | 05/2021 |
| Carlson Capital Management Llc | Northfield | MN | 06/2021 | 03/2025 |
| Sequoia Financial Group | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-16 |
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