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30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-17 |
| MN | RA | APPROVED | 2022-01-04 |
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 |
|---|---|---|---|---|
| Bell State Bank & Trust | Minneapolis | MN | 09/2011 | 12/2021 |
| Cetera Investment Services | St Cloud | MN | 01/2015 | 02/2017 |
| Cetera Investment Advisers Llc | Minneapolis | MN | 04/2015 | 02/2017 |
| Lpl Financial Llc | Minneapolis | MN | 02/2017 | 12/2020 |
| Fiduciary Counselling, Inc. | St. Paul | MN | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-31 |
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