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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Montessori School Of Lake Forest | Lake Forest | IL | 05/2013 | 08/2017 |
| St. Olaf College | Northfield | MN | 09/2017 | 05/2019 |
| Hammond Group Inc | Hammond | IN | 06/2018 | 08/2018 |
| Rmb Capital | Chicago | IL | 06/2019 | 08/2019 |
| Carlson Capital Management Llc | Bloomington | MN | 06/2020 | 06/2023 |
| St Olaf College | Northfield | MN | 09/2016 | 05/2020 |
| Carlson Capital Management Llc | Bloomington | MN | 07/2023 | 03/2025 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
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