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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-16 |
Branch Locations
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Eden, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| (Dba) Innovate Financial Inc | Bloomington | MN | 05/2011 | 07/2021 |
| Concourse Financial (Fka Proequities, Inc.) | Bloomington | MN | 04/2016 | 07/2021 |
| Lpl Financial, Llc | Wayzata | MN | 07/2021 | 07/2021 |
| 360 Financial | Wayzata | MN | 07/2021 | 08/2023 |
| Fiat Wealth Management | Wayzata | MN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-29 |
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