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1345 Avenue Of The Americas, New York, NY 10105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-12-17 |
| NC | RA | APPROVED | 2025-11-17 |
Branch Locations
8501 Ibm Drive Suite 150, Charlotte, NC 28269 • United States
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Edina | MN | 09/2019 | 08/2025 |
| Paychex | Eagan | MN | 01/2019 | 09/2019 |
| Isd # 196/Eagan High School | Rosemount | MN | 10/2018 | 06/2025 |
| Unemployed | Lino Lakes | MN | 06/2018 | 10/2018 |
| Reptronics | Marine On St. Croix | MN | 08/2017 | 06/2018 |
| Coyote Logistics | Minneapolis | MN | 08/2016 | 08/2017 |
| Celly Hard Llc | Lino Lakes | MN | 10/2011 | 12/2019 |
| Bloomington Jefferson High School | Bloomington | MN | 09/2016 | 03/2018 |
| Equitable Advisors Llc | New York | NY | 09/2025 | Present |
| Equitable | Charlotte | NC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-15 |
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