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7825 Washington Ave South 410, Bloomington, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-12-15 |
| CA | RA | APPROVED | 2025-11-04 |
| MN | RA | APPROVED | 2025-11-04 |
| OR | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED | 2025-11-04 |
| UT | RA | APPROVED | 2025-11-04 |
| WA | RA | APPROVED | 2025-11-04 |
Branch Locations
7825 Washington Ave South 410, Bloomington, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locorr Funds | Excelsior | MN | 04/2022 | 06/2024 |
| Carlson Capital Management, Llc | Bloomington | MN | 06/2024 | 01/2025 |
| The Bulldog Fund Llc | Duluth | MN | 04/2021 | 05/2022 |
| University Of Mn, Duluth Labovitz School Of Business & Economics | Duluth | MN | 09/2018 | 05/2022 |
| East Ridge High School | Woodbury | MN | 09/2014 | 06/2018 |
| Student | Bloomington | MN | 10/2015 | 04/2022 |
| Trademark Financial Management, Llc | Bloomington | MN | 02/2025 | 09/2025 |
| Trademark Financial Management, Llc | Bloomington | MN | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-16 |
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