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124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-06 |
Branch Locations
124 Fulton St. East Suite 200, Grand Rapids, MI 49503 • United States
Minneapolis, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fairview Health Services | Minneapolis | MN | 06/2015 | Present |
| Fiduciary Financial Advisors | Grand Rapids | MN | 04/2026 | Present |
1. Fairview Health Services. Start Date: 06/2024. Not investment related. Minneapolis, MN. Director of Experience and Strategy. 32 hours per week during securities trading hours. 0 hours outside of securities trading hours. Healthcare experience strategy development. 2. Farm Rental Income. Not Investment Related. Minneapolis, MN. Start date: 03/2019. Passive rental income from a family farm located in Iowa. 0 hours per month during securities trading hours. 0 hours outside of securities trading hours. 3. Flying Club. Not investment related. Minneapolis, MN. Assist with club's annual fundraiser. 0 hours per month during securities trading hours. Less than 5% of time outside of securities trading hours. 4. Rangers Flying Club. Not Investment Related. Start Date: 06/2024. Eden Prarie, MN. Hanger Maintenance Committee Chair. Less than 2% of his time during securities trading hours. Less than 2% of his time outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-18 |
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