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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-04-01 |
Branch Locations
43 Main Street Se Suite 236, Minneapolis, MN 55414 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vector Wealth Management | Minneapolis | MN | 06/2011 | 05/2026 |
| Sns Financial Group, Llc | Minneapolis | MN | 02/2019 | 05/2026 |
| Kestra Financial Inc. | Minneapolis | MN | 05/2026 | Present |
Name: OLG PARISH FINANCE COUNCIL POSITION: Council Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 5071 Eden Ave, Edina MN 55369, United States DESCRIPTION: Attend monthly meetings that occur ~8 times per year to discuss parish financials and budget.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
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