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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-14 |
| TX | RA | APPROVED | 2025-01-14 |
Branch Locations
310 E. Superior St. Suite 250, Duluth, MN 55802 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Waters Financial | Duluth | MN | 11/2018 | 01/2025 |
| University Of Mn Duluth | Duluth | MN | 08/2015 | 06/2019 |
| University Of Queensland | Brisbane | 07/2017 | 07/2018 | |
| Oneida | Duluth | MN | 09/2016 | 05/2017 |
| Mobil 1 | Hermantown | MN | 09/2018 | 05/2019 |
| Farther Finance Advisors | Duluth | MN | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-02 |
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