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Victoria, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-30 |
| MN | RA | APPROVED | 2024-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hometown Bank | Waconia | MN | 06/2015 | 08/2018 |
| Us Bank Private Wealth Management | Minneapolis | MN | 08/2018 | 06/2021 |
| Jnba Financial Advisors, Llc | Bloomington | MN | 07/2021 | 10/2022 |
| Cahill Financial Advisors, Inc. | Edina | MN | 10/2022 | 04/2024 |
| Upstream Financial Advisors Llc | Victoria | MN | 09/2023 | Present |
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