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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-06-12 |
Branch Locations
10900 Ne 8Th St Suite 1414, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morries Minnetonka Subura | Minnetoka | MN | 07/2019 | 03/2020 |
| Gander Outdoors/Camping World | Columbus | MN | 10/2018 | 07/2019 |
| Unemployment | Minneapolis | MN | 09/2018 | 10/2018 |
| Think Great, Llc | Prior Lake | MN | 09/2016 | 08/2018 |
| Norex, Inc | Prior Lake | MN | 06/2011 | 09/2016 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2020 | 10/2022 |
| Unemployed | Vadnais Heights | MN | 04/2020 | 05/2020 |
| Morrie's Minnetonka Subaru | Minnetonka | MN | 05/2020 | 01/2021 |
| Thrivent Financial | Appleton | WI | 02/2021 | 05/2021 |
| Thrivent Financial | Appleton | WI | 05/2021 | 10/2022 |
| Lpl Financial Llc | Bloomington | MN | 10/2022 | 05/2024 |
| Edelman Financial Engines | Santa Clara | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-28 |
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