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7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED | 2025-10-01 |
Branch Locations
7261 Ohms Lane, Edina, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advoctaes, Llc | Victoria | MN | 09/2016 | 03/2024 |
| Avantax Planning Partners, Inc. | Victoria | MN | 08/2023 | 05/2024 |
| Lpwm Llc | Minneapolis | MN | 06/2024 | 12/2024 |
| Cahill Financial Advisors | Edina | MN | 09/2025 | Present |
| Unemployed / Hiatus | Victoria | MN | 12/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2007-04-16 |
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