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706 Second Avenue South Suite 400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
706 Second Avenue South Suite 400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Wealth Architects | St. Paul | MN | 01/2019 | 02/2021 |
| Keller Williams Integrity | Eagan | MN | 11/2016 | 01/2019 |
| Keller Williams Premier | Woodbury | MN | 11/2014 | 11/2016 |
| Compass Capital Management, Inc | Minneapolis | MN | 02/2021 | Present |
Voila not investment related 1915 Highway 36 West, Roseville, MN 55113 Real Estate Real Estate Agent Real Estate Agent 10-2020 0 hours 0 hours N/A Retaining existing/active real estate license--must be held at a brokerage
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-07 |
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