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86 Mahtomedi Avenue, Mahtomedi, MN 55115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-20 |
Branch Locations
86 Mahtomedi Avenue, Mahtomedi, MN 55115 • United States
Minnetonka, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Capital Markets Corp. | Minneapolis | MN | 07/2016 | 01/2021 |
| Gmb Capital Partners | Minneapolis | MN | 01/2021 | 08/2023 |
| Class Action Connection | Minnetonka | MN | 07/2023 | Present |
| S Capital Wealth Advisors, Llc | Minnetonka | MN | 11/2024 | Present |
1) Class Action Connection; Not investment-related; Minnetonka, MN 55305; Third party class action settlement recovery; Founder & CEO; Start date: 07/2023; Assist individuals and businesses to identify and file for owed compensation from class action settlements; Approx. 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-21 |
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