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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-11 |
| MN | RA | APPROVED | 2022-01-21 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Golden Valley, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayview Capital Group Llc | Wayzata | MN | 09/2019 | 07/2020 |
| U.S. Bank | Minneapolis | MN | 06/2019 | 08/2019 |
| United Health Group | Minnetonka | MN | 06/2018 | 08/2018 |
| Rushford State Bank | Rushford | MN | 03/2016 | 08/2017 |
| University Of Minnesota | Minneapolis | MN | 09/2016 | 05/2020 |
| Creamery | Rushford | MN | 08/2013 | 08/2017 |
| Craig-Hallum Capital Group | Minneapolis | MN | 08/2020 | 05/2021 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 05/2021 | Present |
Outside Employment; Scannell LLC; registered staff employee; Ameriprise practice entity; 333 S 7th Street , Suite 1960, Minneapolis, MN, 55402; Investment-Related; 09/20/2023; 40 to 59 hours per month; 40 to 59 during trading hours / Heritage Wealth Advisors LLC; registered staff employee; Manage advisory business; 333 S 7th Street, Suite 1960, Minneapolis, MN, 55402; Investment-Related; 01/01/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-23 |
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