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300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-11 |
| PA | RA | APPROVED | 2021-07-06 |
Branch Locations
10 West End 1601 Utica Ave S, Suite 210, Minneapolis, MN 55416 • United States
300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Dba Abbot Downing | Minneapolis | MN | 09/2011 | 05/2021 |
| Hirtle, Callaghan & Co., Llc | Minneapolis | MN | 06/2021 | Present |
The University of South Dakota Foundation - Director, Trustee & Investment Committee Member
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