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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-28 |
| FL | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2020-07-17 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
Golden Valley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird And Co. | Minnetonka | MN | 01/2020 | Present |
| Pricewaterhousecoopers Llp | Minneapolis | MN | 01/2019 | 12/2019 |
| Pricewaterhousecoopers Llp | New York | NY | 07/2015 | 12/2018 |
Name/Address: Jewfolk Inc. 4330 Cedar Lake Rd St Louis Park Minnesota MN 55416 Start Date: 2/1/20 Hours Spent: 0-3 hours/month Hours Spent During Trading: Zero Role/Responsibility: Treasurer with access to funds Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-15 |
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