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Current Employers
Birchwood Financial Partners, Inc.

5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-03-10
TX RA APPROVED 2021-03-10
  • MN RA
    APPROVED
    Since 2021-03-10
  • TX RA
    APPROVED
    Since 2021-03-10

Branch Locations

5601 Green Valley Dr. Suite 600, Bloomington, MN 55437 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Birchwood Financial Partners, Inc. Edina MN 03/2021 Present
Birchwood Financial Partners, Inc. Edina MN 11/2020 02/2021
Fure Financial Bloomington MN 12/2018 10/2020
Cahill Financial Advisors Edina MN 03/2014 10/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-01
  • S65 Uniform Investment Adviser Law Examination
    2021-02-01
Other Names
  • Jill Harvey

View on SEC IAPD

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