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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-04-02 |
Branch Locations
1838 E Interstate Ave Ste B, Bismarck, ND 58503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triton Investments, Llc | Bismarck | ND | 12/2020 | 10/2025 |
| The North Dakota Dental Association | Bismarck | ND | 09/2017 | Present |
| Apt, Inc. | Bismarck | ND | 11/2016 | 07/2017 |
| Robins Kaplan Llp | Minneapolis | MN | 07/2016 | 09/2016 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2026 | Present |
I am a licensed attorney but I do not practice law, work with clients, or work for a law firm. I do not have an escrow account, work with clients, or get any income/compensation from the practice of law. I am also the Executive Director of The North Dakota Dental Association where I work 32 hours per week. I am paid with a salary at The North Dakota Dental Association and do not receive a commission.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-29 |
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