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200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-10 |
Branch Locations
200 Crescent Court Suite 1200, Dallas, TX 75201 • United States
Saint Paul, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education - Henry Sibley High School | Mendota Heights | MN | 01/2012 | 06/2018 |
| Full Time Education - University Of Minnesota Twin Cities | Minneapolis | MN | 09/2018 | 12/2021 |
| Mendakota Country Club | Mendota Heights | MN | 06/2017 | 08/2017 |
| West St Paul Parks & Rec Department | West St Paul | MN | 06/2017 | 11/2018 |
| Carbone's Pizzeria | West St Paul | MN | 06/2016 | 03/2017 |
| Gradient Securities | Arden Hills | MN | 05/2019 | 01/2020 |
| M&E Catalyst Group | Minneapolis | MN | 10/2020 | 02/2021 |
| Gradient Securities | Arden Hills | MN | 02/2021 | 12/2024 |
| Essential Edge Compliance Outsourcing | Santa Fe | NM | 12/2024 | Present |
1) Essential Edge Compliance Outsourcing; Investment Related; Santa Fe, NM; Compliance Consulting; Senior Compliance Associate; Start 12/2024; 160 hours/month all of which are during trading hours; Compliance consultant for numerous firms. 2) Salient Capital L.P.; Investment Related; Houston TX; Registered Principal; Start 10/2025; Registered Principal for Salient Capital. 3) Westwood Management Group; Investment Related; Investment Advisor Representative; Start 06/2026.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
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