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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-24 |
| MN | RA | APPROVED | 2026-06-22 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
20700 Chippendale Avenue #9, Farmington, MN 55024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beacon Pointe Advisors Llc | Lake Elmo | MN | 10/2024 | Present |
| Lake Elmo Inn, Inc | Lake Elmo | MN | 01/2014 | Present |
| Landmark Wealth Management Group | Lake Elmo | MN | 05/2023 | 10/2024 |
| Cunningham Restaurant Group | Indianapolis | IN | 10/2022 | 05/2024 |
| Nvent Electric | St. Louis Park | MN | 11/2021 | 08/2022 |
| Redpath & Company | St. Paul | MN | 10/2019 | 11/2021 |
| Room & Board | Golden Valley | MN | 05/2018 | 09/2019 |
(1) SUPERIOR PARTNERS, Investment-related; Address: 3310 Xerxes Ave N Minneapolis, MN 55412; Position/Title: Partner; Start Date: 04/2021; HRS/MO During trading hours: 2 hrs./Mo.; Duties: partner and help pick investments for our 3 member club. (2) Lake Elmo Inn, Inc, Not investment-related; Address: 3442 Lake Elmo Ave N Lake Elmo, MN 55042; Position/Title: Server; Start Date: 01/2024; HRS/MO During trading hours: 0 hrs./Mo.; Duties: server/bartender/manager at restaurant.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-20 |
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