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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-07-03 |
| TX | RA | APPROVED_RES | 2022-11-29 |
| FL | RA | APPROVED | 2022-10-21 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seeking Employment | Beaver Dam | WI | 05/2017 | 08/2017 |
| University Of Wisconsin Stevens Point | Stevens Point | WI | 02/2017 | 05/2017 |
| Wells Fargo Advisors | Beaver Dam | WI | 12/2016 | 02/2017 |
| University Of Wisconsin Stevens Point | Stevens Point | WI | 09/2016 | 12/2016 |
| Wells Fargo Advisors | Beaver Dam | WI | 06/2016 | 09/2016 |
| Thrivent Investment Management Inc | New Brighton | MN | 08/2017 | 09/2021 |
| Thrivent Financial | Appleton | WI | 08/2017 | 10/2018 |
| Thrivent Financial | Appleton | WI | 11/2018 | 09/2021 |
| Integrated Equity Management | Bloomington | MN | 09/2021 | 09/2022 |
| Commonwealth Financial Network | Waltham | MA | 09/2021 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-11 |
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