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60 South Sixth Street Suite 2900, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| MN | RA | APPROVED | 2021-06-02 |
Branch Locations
60 South Sixth Street Suite 2900, Minneapolis, MN 55402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edina | MN | 08/2012 | 01/2020 |
| Nylife Securities Llc | Edina | MN | 11/2012 | 01/2020 |
| Guardian Life Insurance Company | Minnetonka | MN | 01/2020 | 01/2021 |
| Park Avenue Securities | Minnetonka | MN | 02/2020 | 01/2021 |
| Element Squared Llc | Minneapolis | MN | 01/2021 | Present |
| Element Squared Llc | Minneapolis | MN | 05/2021 | Present |
| Sole Proprietor | Minneapolis | MN | 09/2013 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-19 |
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