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121 S. 8Th Street Suite 1110, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-17 |
Branch Locations
121 S. 8Th Street Suite 1110, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The First National Bank In Sioux Falls | Sioux Falls | SD | 09/2013 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 01/2017 |
| Premier Bookkeeping | Sioux Falls | SD | 02/2017 | 03/2018 |
| Charles Schwab & Co., Inc. | Wayzata | MN | 04/2018 | 06/2022 |
| Ameriprise Financial Services, Llc | Bloomington | MN | 06/2022 | 11/2025 |
| Lpwm Llc Dba Logan Park Wealth Management | Minneapolis | MN | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-25 |
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