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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2025-04-03 |
| TX | RA | APPROVED | 2025-03-25 |
| MN | RA | APPROVED | 2025-02-19 |
Branch Locations
641 Lake St. E. Suite 230, Wayzata, MN 55391 • United States
Wayzata, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies | New York | NY | 09/2020 | 12/2024 |
| Project Well | Remote Work, Hqs: New York, Ny | NY | 06/2020 | 08/2020 |
| Heritage Partners Group | New York | NY | 12/2019 | 03/2020 |
| Pura Vida Investments | New York | NY | 05/2019 | 08/2019 |
| Unitedhealthcare | Minnetonka | MN | 03/2017 | 08/2018 |
| Unitedhealthcare | Minnetonka | MN | 05/2016 | 03/2017 |
| Columbia University | New York | NY | 12/2019 | 01/2020 |
| Think&Learn | Remote Work, Hqs: Orono, Mn | MN | 08/2019 | 08/2020 |
| Columbia University | New York | NY | 08/2018 | 05/2020 |
| Rbc Capital Markets, Llc | Wayzata | MN | 12/2024 | Present |
| City National Bank | Wayzata | MN | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2020-10-06 |
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