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110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-13 |
Branch Locations
1300 Godward Street Ne Suite 4100, Minneapolis, MN 55413 • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Redlands | Redlands | CA | 09/2016 | 04/2020 |
| Troy Burne Golf Club | Hudson | WI | 05/2015 | 09/2020 |
| Advanced Retirement Resources | Minneapolis | MN | 05/2019 | 09/2019 |
| Unemployed | Stillwater | MN | 10/2020 | 10/2020 |
| Equitable Advisors, Llc | Minneapolis | MN | 10/2020 | Present |
| Advisornet Wealth Partners | Minnetonka | MN | 11/2023 | Present |
| Advanced Retirement Resources | Minneapolis | MN | 11/2023 | Present |
Realty Benefit Services, 1087 Mount Eyre Road, Washington Crossing, PA 18977. Sales Associate, sales of tax account program for which Realty Benefit Services collects the administrative fee. Start date 10.28.21, 48 hours per month, 1,000 annual comp.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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