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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-18 |
| TX | RA | APPROVED | 2024-09-18 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Life Time Fitness | New Hope | MN | 08/2017 | 04/2021 |
| Allianz Life Financial Services, Llc | Golden Valley | MN | 04/2021 | 10/2022 |
| Super Summer Program | Minneapolis | MN | 07/2010 | 08/2017 |
| Equitable Advisors, Llc | New York | NY | 10/2022 | 02/2024 |
| Life Time Fitness | St Louis Park | MN | 02/2016 | 08/2017 |
| Great Waters Financial | Shoreview | MN | 05/2024 | Present |
1. Name of Other Business: Great Waters Financial Investment Related: Yes Address: 4100 Lexington Ave N, Suite 100, Shoreview, MN 55126 Nature of Business: Insurance Position: Agent Start Date: 04/2021 2. Name of other business: Wrapped in Thought Atelier Nature of business: Customized gift curation Non-investment related Start date: 12/7/2025 Title/position: Owner Hours/month: 5
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-07 |
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