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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-11-06 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winona State University | Winona | MN | 08/2014 | 05/2018 |
| Tradition Wealth Management | Edina | MN | 05/2018 | Present |
| Proequities, Inc | Edina | MN | 05/2018 | 08/2018 |
| Concourse Financial Group Securities | Edina | MN | 08/2018 | 01/2025 |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Tradition Wealth Management, LLC. Investment Related; 7601 France Ave S, Suite 100, Edina, MN 55435. RIA; Investment Advisor; 160 hrs/mo; 130 during trading hrs; investment management and financial planning. 2) Tradition Wealth Management Insurance Agency, LLC. Investment Related; 7601 France Ave S, Suite 100, Edina, MN 55435; Fixed Insurance; Insurance Agent; Start Date: 5/18; 10 hours per month with the majority of hours per month occurring during trading hours; Sales and service of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-09 |
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