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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-09 |
| TX | RA | APPROVED | 2024-04-09 |
Branch Locations
601 Carlson Parkway Suite 950, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota | Minneapolis | MN | 09/2013 | 05/2017 |
| Minnesota Hospital Association | Saint Paul | MN | 08/2017 | 09/2017 |
| Aerotek | Mendota Heights | MN | 09/2017 | 02/2018 |
| Aerotek | Mendota Heights | MN | 02/2018 | 04/2018 |
| Thrivent Financial | Minneapolis | MN | 06/2019 | 08/2019 |
| University Of Minnesota | Minneapolis | MN | 06/2018 | 12/2019 |
| Unemployed | Minneapolis | MN | 12/2019 | 04/2020 |
| Minnesota Hospital Association | Saint Paul | MN | 04/2020 | 11/2020 |
| Ado Professional Solutions | Minneapolis | MN | 11/2020 | 06/2021 |
| Dst Systems | Minneapolis | MN | 06/2021 | 06/2022 |
| Rbc Wealth Management | Minneapolis | MN | 06/2022 | 09/2022 |
| Great Waters Financial | Minneapolis | MN | 10/2022 | 10/2023 |
| Parental Leave | Minneapolis | MN | 10/2023 | 01/2024 |
| Rw Baird | Minnetonka | MN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-01-12 |
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