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3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-22 |
Branch Locations
3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echo Wealth Management, Llc | Plymouth | MN | 07/2025 | Present |
| Silveroak Wealth Management, Llc | Edina | MN | 08/2024 | 07/2025 |
| Wiss & Company Llp | Florham Park | NJ | 10/2022 | 07/2024 |
| Riker Danzig Llp | Morristown | NJ | 02/2022 | 10/2022 |
| Fairleigh Dickinson University | Madison | NJ | 08/2017 | 05/2022 |
| Full Time Education | Waterbury | CT | 08/2013 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-22 |
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