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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-09-03 |
| MN | RA | APPROVED | 2025-06-24 |
Branch Locations
Apple Valley, MN • United States
110 Enterprise Dr Ste 101, Verona, WI 53593 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment | Fort Washington | PA | 01/2025 | Present |
| Paradise Car Wash | Apple Valley | MN | 06/2016 | 01/2018 |
| Pristine Detail | St Paul | MN | 06/2018 | 08/2018 |
| Vector Marketing | Eden Prairie | MN | 06/2018 | 07/2019 |
| Buck's Auto Detailing | Apple Valley | MN | 06/2020 | 09/2021 |
| Charter Solutions | Plymouth | MN | 06/2021 | 09/2021 |
| Fedex Freight | Roseville | MN | 04/2022 | 12/2024 |
| Eagle Valley Financial Services | Apple Valley | MN | 04/2024 | Present |
| Hamline University | St. Paul | MN | 09/2017 | 05/2022 |
| High School | Apple Valley | MN | 09/2013 | 05/2017 |
Eagle Valley Financial Services POSITION: Assistant NATURE: Financial Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 4/14/2024 ADDRESS: 13828 Findlay ave, apple valley, MN 55124 DESCRIPTION: Attend client meetings, organize records
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-21 |
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