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4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-16 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Minnetonka | MN | 12/2010 | 12/2021 |
| Marks Group Wealth Management | Minnetonka | MN | 12/2010 | Present |
1. Marks Group Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/16/2010 - 2 Hours Per Month During Securities Trading - Fixed insurance. 2. PKD Properties, LLC - Not Investment Related - Home Based, & Breezy Point, MN 56472, & Nisswa, MN 56468 - Real Estate Rental - Started 1/1/2025 - 1-10 Hours Per Month/0 Hours During Securities Trading - Own 3 rental properties at resorts, properties will be managed by the resorts' parent companies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-10-18 |
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