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601 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-29 |
Branch Locations
601 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacies Wealth Llc | Minnetonka | MN | 10/2024 | Present |
| Colliers Mortgage | Minneapolis | MN | 06/2022 | 09/2024 |
| University Of St. Thomas | St. Paul | MN | 08/2018 | 06/2022 |
| Chanhassen High School | Chanhassen | MN | 09/2014 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
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