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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-27 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hyatt Hotels | Huntington Beach | CA | 01/2022 | 02/2025 |
| Azusa Pacific University | Azusa | CA | 01/2019 | 01/2022 |
| Azusa Pacific University | Azusa | CA | 01/2018 | 01/2019 |
| Azusa Pacific University | Azusa | CA | 08/2018 | 05/2022 |
| Chick Fil A | Azusa | CA | 06/2015 | 03/2019 |
| Union On Yale | Claremont | CA | 06/2019 | 03/2020 |
| Student | Glendora | CA | 08/2014 | 05/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2025 | 03/2025 |
| Northwestern Mutual Investment Services Llc | Golden Valley | MN | 01/2025 | 03/2025 |
| Dellwood Country Club | Dellwood | MN | 03/2025 | 07/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 08/2025 | Present |
Name: Dellwood Country Club, Llc Address: 29 Highway 96 E, Dellwood, MN 55110 Not Investment Related Nature: Country Club Position/Title: Server Start: 08/09/2025 Hours/Month: 15 Hours during Market Hours: 0 Duties: on call event and restaurant server
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-27 |
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