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9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-11 |
| MN | RA | APPROVED | 2021-02-08 |
Branch Locations
San Carlos, CA • United States
9375 E Shea Blvd Suite 100, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Releve Financial Group | Woodbury | MN | 02/2021 | Present |
| Northrock Partners | Minneapolis | MN | 09/2014 | 01/2021 |
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