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4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-08-14 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Minnetonka | MN | 08/2015 | 12/2021 |
| Marks Group Wealth Management, Inc. | Minnetonka | MN | 08/2015 | Present |
1. 4/2/2017 - Marks Group Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/23/2017 - 3 Hours Per Month During Securities Trading - Fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-14 |
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