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426 7Th Ave South, New Rockford, ND 58356-2112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-05-26 |
Branch Locations
426 7Th Ave South, New Rockford, ND 58356-2112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Dept. Of Labor | Washington | DC | 02/2021 | Present |
| Critical Research And Analysis, Llc | Washinton | DC | 08/2018 | 02/2021 |
| University Of Nottingham | Nottingham | 06/2018 | 07/2019 | |
| Choice Incorporated | Washington | DE | 03/2019 | 04/2019 |
| University Of Nottingham | Nottingham | 09/2018 | 12/2018 | |
| University Of Nottingham | Nottingham | 10/2017 | 08/2018 | |
| Education Bureau Of Hong Kong | Hong Kong | 09/2013 | 09/2017 | |
| Wealth Plus Of The Dakotas, Inc. | Aberdeen | SD | 12/2025 | 02/2026 |
Other Business Activities I serve as a Director for Critica Research and Analysis, LLC., a research and policy analysis firm. This is not investment-related. The address is 1113 C ST NE, Washington, DC, 20002. The start date is approximately March 2025. The time spent on these services is about 10% and does not interfere with the client service obligations of my investment advisory business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-01 |
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