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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2017-08-25 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Minneapolis | MN | 10/2013 | 03/2017 |
| Concourse Financial Group Securities Inc | Edina | MN | 07/2017 | 01/2025 |
| Tradition Wealth Management, Llc | Edina | MN | 07/2017 | Present |
| Unemployed | Edina | MN | 03/2017 | 07/2017 |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Tradition Wealth Management. 7601 France Avenue South, Suite 100 Edina MN 55435. RIA. Director of Financial Planning and Investments. 160 hrs/mo; 120 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-23 |
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