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30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2025-01-15 |
Branch Locations
30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fiduciary Counselling, Inc. | St. Paul | MN | 08/2023 | Present |
| Portico Benefit Services | Minneapolis | MN | 07/2008 | 06/2022 |
| Minnesota State Board Of Investment | St. Paul | MN | 06/2022 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-11-21 |
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