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800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-26 |
| TX | RA | APPROVED | 2024-06-26 |
Branch Locations
800 Washington Avenue North Suite 150, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kingfisher Family Wealth, Llc | Edina | MN | 07/2016 | 03/2017 |
| Ipc Private Wealth Partners, Llc | Boca Raton | FL | 07/2016 | 12/2017 |
| Managed Account Services Llc | Boca Raton | FL | 02/2017 | 11/2017 |
| Jpmorgan Securities, Llc. | Minneapolis | MN | 01/2018 | 04/2021 |
| Bayswater-Wealth Management | Edina | MN | 04/2017 | 12/2017 |
| U.S. Bank | Minneapolis | MN | 04/2021 | 05/2024 |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 06/2022 | 05/2024 |
| Nicollet Investment Management, Inc. | Minneapolis | MN | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-08 |
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