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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-30 |
| AZ | RA | APPROVED | 2026-05-28 |
| MN | RA | APPROVED | 2026-01-28 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
14850 N Scottsdale Road Suite 100, Scottsdale, AZ 85254 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 08/2021 | 01/2026 |
| Chanhassen High School | Chanhassen | MN | 07/2013 | 06/2017 |
| University Of Minnesota Twin Cities | Minneapolis | MN | 07/2017 | 05/2021 |
| Unemployed | Excelsior | MN | 06/2021 | 07/2021 |
| Maynards Restaurant | Excelsior | MN | 03/2017 | 09/2017 |
| Impark | Minneapolis | MN | 06/2018 | 10/2018 |
| Sunbelt Business Advisors | Minneapolis | MN | 05/2019 | 10/2019 |
| Piper Sandler | Buckhead | GA | 05/2020 | 08/2020 |
| Catalyst Financial Group | Charlotte | NC | 07/2025 | 01/2026 |
| Private Client Services | Scottsdale | AZ | 01/2026 | Present |
| Tradition Wealth Management | Edina | MN | 01/2026 | Present |
1) Tradition Wealth Management; investment-related; 7601 France Ave South, Suite 100, Edina, MN 55435; investment adviser representative; start date: 01/2026; number of hours per month: 160; number of hours per month during trading hours: 160. 2) Tradition Wealth Management Insurance Agency; investment-related; 14850 N Scottsdale Road, Suite 100, Scottsdale, AZ 85254; insurance agent; fixed life insurance and fixed annuities; start date 01/2026; number of hours per month: 20; number of hours per month during trading hours: 20.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-19 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-07 |
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