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3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-08-14 |
Branch Locations
3300 Fernbrook Ln N Suite 250, Minneapolis, MN 55447-5341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Perspectives | Plymouth | MN | 08/2019 | Present |
| University Of Minnesota | Minneapolis | MN | 09/2015 | 08/2019 |
| Financial Perspectives | Plymouth | MN | 06/2018 | 08/2018 |
| Financial Perspectives | Plymouth | MN | 07/2017 | 09/2017 |
| Bean Partners | London | 05/2017 | 07/2017 |
1) FP TAX & ACCOUNTING, LLC., 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. NOT INVESTMENT RELATED. ASSIST WITH TAX PREPARATION DURING JAN-APR, SEASONALLY. 01/2022. 2) NOTARY PUBLIC COMMISSION, 3300 FERNBROOK LANE N, SUITE 250, MINNEAPOLIS, MN 55447. NOT INVESTEMENT-RELATED. 01/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-14 |
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