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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-13 |
| MN | RA | APPROVED | 2026-06-22 |
Branch Locations
11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States
Belle Plaine, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eden Prairie Police Department | Eden Prairie | MN | 04/2019 | 04/2026 |
| Concordia University, St. Paul | St. Paul | MN | 08/2018 | 05/2019 |
| Eden Prairie Police Department | Eden Prairie | MN | 08/2019 | 05/2026 |
| Chankaska Creek Ranch And Winery | Kasota | MN | 05/2017 | 08/2017 |
| Concordia University, St. Paul | St. Paul | MN | 08/2015 | 02/2020 |
| Guide Wealth Partners | Mankato | MN | 11/2025 | 04/2026 |
| Hopkins Police Department | Hopkins | MN | 06/2018 | 08/2018 |
| Fidelity Investments | Minnetonka | MN | 06/2026 | Present |
| Safe Management | Roseville | MN | 09/2017 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-16 |
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