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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-08-11 |
| OK | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2025-08-07 |
| MN | RA | APPROVED | 2025-07-14 |
Branch Locations
600 Portland Ave S Msc 7100, Minneapolis, MN 55415 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Five Star Financial | Forest Lake | MN | 07/2020 | 08/2021 |
| Chipotle | Forest Lake | MN | 04/2020 | 08/2020 |
| Your Boat Club | Forest Lake | MN | 06/2017 | 09/2020 |
| Aqua | Forest Lake | MN | 06/2017 | 01/2018 |
| Avantax Investment Services Inc. | Forest Lake | MN | 03/2022 | 04/2025 |
| Avantax Advisory Services | Forest Lake | MN | 03/2022 | 04/2025 |
| Student | Minneapolis | MN | 01/2011 | 06/2017 |
| Mrk Financial Solutions | Plymouth | MN | 10/2023 | 12/2024 |
| Truplan Financial Planners | Plymouth | MN | 01/2025 | 04/2025 |
| Thrivent Investment Management Inc | Minneapolis | MN | 07/2025 | Present |
| Thrivent Financial | Appleton | WI | 07/2025 | Present |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 01/2018 | 05/2022 |
| Rychley Tax And Financial | Forest Lake | MN | 05/2022 | 10/2023 |
WAGGLE POSITION: Part-Time Sales Associate NATURE: I will be a cashier at this retail store. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/17/2026 ADDRESS: 12111 Elm Creek Blvd N, Maple Grove MN 55369, United States DESCRIPTION: I will be helping customers with checking out with any Waggle golf apparel
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-09 |
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