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Rochester, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albert Lea Area Schools | Albert Lea | MN | 08/2013 | 06/2020 |
| Kasson Mantorville Schools | Kasson | MN | 06/2020 | 06/2021 |
| Triton Public Schools | Dodge Center | MN | 06/2021 | Present |
| Ataraxis Financial, Llc | Rochester | MN | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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