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7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-20 |
| MN | RA | APPROVED | 2022-12-05 |
Branch Locations
7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kwik Trip Incorporated | Chanhassen | MN | 08/2016 | Present |
| The Advisory Realty Group | St. Louis Park | MN | 06/2019 | 06/2021 |
| Full Time Student | St. Peter | MN | 08/2012 | 05/2022 |
| Lpl Financial Llc Dba Strategic Wealth Group | Eden Prairie | MN | 06/2021 | Present |
| Strategic Wealth Group Registered Investment Advisor, Llc | Eden Prairie | MN | 12/2022 | Present |
| Chanhassen High School | Chanhassen | MN | 06/2024 | Present |
1)Kwik Trip; NO; Chanhassen, MN; Retail; Guest Service Team Member; 08/2016 - 12/ MO; 0/ MO 2)LPL Financial, LLC dba Strategic Wealth Group; Yes; Eden Prairie, MN; Broker-Dealer; Registered Representative; 11/2022; 1/ MO; 0/ MO 3) 12/14/2022 - Strategic Wealth Group RIA, LLC - DBA: Strategic Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 11/2022 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Strategic Wealth Group, an independent investment advisor firm. I started this business activity in 12/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 08/04/2023 - Strategic Tax Group - INV REL - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date 08/09/2023 - 5 Hours Per Month/ During Trading 5) 06/17/2024 - Chanhassen High School - Non-Inv Related - Chanhassen, MN - Outside/W-2 Employment - Assistant Coach - Started: 6/4/2024 - 30 Hrs/Mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-22 |
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