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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-05-21 |
Branch Locations
3500 Embassy Parkway, Akron, OH 44333 • United States
1700 West 82Nd Street, Suite 150, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Capital Management, Llc | Northfield | MN | 02/2017 | Present |
| Deloitte Tax Llp | Minneapolis | MN | 08/2012 | 01/2017 |
Sequoia Tax Services, Senior Director, Manager of Tax Services, full time. This business is not investment related and is a fully owned subsidiary of Sequoia Financial Group, LLC. Provides tax analysis and advice.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-14 |
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