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964 Grand Avenue, St. Paul, MN 55105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-13 |
| MN | RA | APPROVED | 2024-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winter & Associates, Inc. | Saint Paul | MN | 10/2024 | Present |
| Ovative Group | Minneapolis | MN | 08/2022 | 09/2024 |
| Wayfair | Boston | MA | 07/2021 | 08/2022 |
| Boston College | Chestnut Hill | MA | 08/2017 | 05/2021 |
| Saint Paul Academy And Summit School | Saint Paul | MN | 08/2013 | 05/2017 |
NAME OF OBA: NOTARY PUBLIC; ADDRESS OF OBA: ST. PAUL, MN 55105; NATURE: NOTARY PUBLIC; INVESTMENT RELATED: NO; TITLE WITH OBA: NOTARY PUBLIC; DUTIES: NOTARIZE DOCUMENTS, PRIMARILY AS IT RELATES TO CLIENT NEEDS RELATED TO WINTER & ASSOCIATES DUTIES IN REGULAR BUSINESS HOURS; START DATE: 03/28/2025; APPROX. NUMBER OF HOURS/MONTH: 1; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-05 |
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