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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-02-24 |
| TX | RA | APPROVED | 2022-02-24 |
Branch Locations
310 Broadway Ave S Suite 100, Rochester, MN 55904 • United States
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Rochester | MN | 05/2016 | 02/2022 |
| Integrated Capital Partners Llc | Rochester | MN | 02/2022 | Present |
| Strategic Wealth Group Registered Investment Advisor, Llc | Eden Prairie | MN | 02/2022 | Present |
| River Heights, Llc | Rochester | MN | 06/2017 | Present |
| Monolith Group, Llc | Rochester | MN | 11/2017 | Present |
(1.) River Heights, LLC: Investment related. Residential real estate rental property. Start date 06/26/2017. 100% Owner less than 1 hours of work during business and non-business hours. Business address: 845 2nd Street NW, Rochester, MN 55901. (2.) Monolith Group, LLC: Investment related. Residential real estate rental property. Start date 11/21/2017. 100% Owner, less than 1 hours of work during business and non-business hours. Business address: 845 2nd Street NW, Rochester, MN (3.) INTEGRATED CAPITAL PARTNERS LLC; INVESTMENT RELATED; INSURANCE AGENT; START DATE 02/2022; ROCHESTER, MN; APPROXIMATELY 5% OF TIME (4.) Lourdes Foundation; No; Rochester, MN; Non-Profit; Board Member; 2/ HRS MO; 1/ HR MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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