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345 California Street Suite 600, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-24 |
Branch Locations
324 W Superior St. Suite 100, Duluth, MN 55812 • United States
345 California Street Suite 600, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eagle Ridge Middle School | Savage | MN | 04/2016 | 06/2019 |
| Burnsville High School | Burnsville | MN | 09/2019 | 06/2023 |
| Hyvee Inc. | Savage | MN | 07/2020 | 04/2022 |
| City Of Savage Parks And Rec | Savage | MN | 06/2022 | 08/2025 |
| Dick's Sporting Goods | Duluth | MN | 08/2022 | Present |
| Farther | Duluth | MN | 12/2025 | Present |
Independent Insurance Agent; not investment-related; started 01/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-24 |
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