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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-06-18 |
Branch Locations
1700 West 82Nd St., Suite 150, Bloomington, MN 55431 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sequioa Financial Group | Akron | OH | 06/2026 | Present |
| Unemployed | Eden Prairie | MN | 10/2025 | 06/2026 |
| Mppl Financial | Duluth | MN | 10/2024 | 10/2025 |
| North Shore Bank | Duluth | MN | 10/2022 | 10/2024 |
| Student | Mahtiomedi | MN | 01/2016 | 10/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-03 |
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