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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Protiviti | Minneapolis | MN | 05/2015 | 12/2016 |
| Robert Half Mgmt. | Minneapolis | MN | 04/2017 | 10/2018 |
| Trunorth Wealth Partners | St. Paul | MN | 10/2018 | 12/2024 |
| Unemployed | St. Paul | MN | 01/2017 | 03/2017 |
| Carlson Capital Management Llc | Bloomington | MN | 01/2025 | 03/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-01 |
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