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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-10-29 |
Branch Locations
641 Lake St. E. Suite 230, Wayzata, MN 55391 • United States
Bloomington, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bloomington | MN | 09/2018 | 10/2021 |
| Bloomington Lutheran Church | Bloomington | MN | 10/2009 | 10/2017 |
| Dcr Workforce - Supervalu Contractor | Hopkins | MN | 01/2015 | 05/2018 |
| Unemployed | Unemployed | MN | 05/2018 | 09/2018 |
| Bank Of America, N.A. | Bloomington | MN | 10/2018 | 10/2021 |
| Rbc Capital Markets, Llc | Wayzata | MN | 10/2021 | Present |
(1) NAME OF ENTITY: Hope Renewed MN Inc. ADDRESS: 14646 Brenner Ln, Shakopee, MN, 55379 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Non-Profit Thrift Store CAPACITY: Committee/Council Member (not associated with the Board of Directors) START DATE: 08/15/22 DUTIES: Assist treasurer with deposits and accounting for donations and expenses. HOURS DEVOTED PER MONTH: 0.5 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Instacart ADDRESS: 50 Beale Street, Suite 600 San Francisco CA 94105 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Private Company START DATE: Jun 15, 2026 CAPACITY: Other DUTIES: Personal shopper and delivery. HOURS DEVOTED PER MONTH: 40 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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