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1887 Station Parkway Northwest, Andover, MN 55304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-19 |
Branch Locations
1887 Station Parkway Northwest, Andover, MN 55304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Interpublic Group | Minneapolis | MN | 09/2014 | 11/2016 |
| Ryan Companies | Minneapolis | MN | 11/2016 | 06/2020 |
| Hempel Real Estate | Minneapolis | MN | 06/2020 | 05/2025 |
| Rooted Tax | Minneapolis | MN | 06/2025 | Present |
| Cedrus Wealth Group | Andover | MN | 07/2025 | Present |
Rooted Tax;; not investment related; 800 LaSalle Ave Ste 1825, Minneapolis, MN 55402; Tax Services; Employee; Director of Private Client Services; 6/9/2025; 173 hours per month; 173 hours per month during trading hours; My role at Rooted Tax involves preparing and reviewing business and individual tax returns and offering tax planning and consulting services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-14 |
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