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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-03 |
Branch Locations
312 Minnesota Ave N Suite 2004, Aitkin, MN 56431 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triton Wealth | Aitkin | MN | 01/2025 | 09/2025 |
| Gartner Inc. | Houston | TX | 09/2021 | 01/2025 |
| Starkey Hearing Technologies | Eden Prairie | MN | 02/2011 | 09/2021 |
| Elevation Point Wealth Partners, Llc | Aitkin | MN | 04/2025 | Present |
| Independent Insurance Agent | Aitkin | MN | 01/2025 | Present |
INDEPENDENT INSURANCE AGENT POSITION: Agent NATURE: Independent agent that works with various insurance companies. Life, annuities, LTC, etc. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2025 ADDRESS: 312 Minnesota Ave N, Suite 2004, Aitkin MN 56431, United States DESCRIPTION: Independent insurance agent that utilizes life insurance, fixed and fixed index annuities, and LTC insurance when the need presents itself
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-03 |
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