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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-04 |
| MN | RA | APPROVED | 2019-07-24 |
| TX | RA | APPROVED | 2019-07-24 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
New Hope, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Minneapolis | MN | 09/2011 | 03/2017 |
| Rbc Capital Markets, Llc | Minnetonka | MN | 03/2017 | 06/2017 |
| Rbc Capital Markets, Llc | Minnetonka | MN | 06/2017 | 07/2019 |
| City National Bank | Minnetonka | MI | 05/2017 | 07/2019 |
| Baird | Minnetonka | MN | 07/2019 | Present |
(1) TEAMWOMEN; ADDRESS: PERSONAL RESIDENCE; BUSINESS DESCRIPTION: NOT FOR PROFIT; NOT INVESTMENT RELATED; START DATE: 07/11/2018; CAPACITY: BOARD OF DIRECTORS; DUTIES: GENERAL OVERSIGHT; HOURS DEVOTED PER MONTH: 1-2; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 2 Name/Address: Author; Achieving Financial Freedom Start Date: 5/19/22 Hours Spent: 0-5 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Contributor, author Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-01 |
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