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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-22 |
Branch Locations
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
130 Cheshire Lane, Suite 130, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Chicago | IL | 06/2015 | 01/2019 |
| Great Waters Financial | Minneapolis | MN | 09/2019 | 09/2021 |
| Unemployment | Chicago | IL | 02/2019 | 08/2019 |
| E*Trade Securities Llc | Bloomington | MN | 10/2021 | Present |
| E*Trade Capital Management Llc | Bloomington | MN | 10/2021 | Present |
| Morgan Stanley | Bloomington | MN | 01/2023 | Present |
| Morgan Stanley | Bloomington | MN | 09/2023 | Present |
| Morgan Stanley | Bloomington | MN | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-22 |
| S66 | Uniform Combined State Law Examination | 2016-08-03 |
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