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7261 Ohms Lane, Edina, MN 55439 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED | 2025-08-18 |
Branch Locations
7261 Ohms Lane, Edina, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Wealth Advocates, Llc | Long Lake | MN | 12/2014 | 06/2023 |
| Avantax Planning Partners, Inc. | Long Lake | MN | 11/2023 | 08/2025 |
| Avantax Investment Services | Long Lake | MN | 06/2023 | 08/2025 |
| Cahill Financial Advisors, Inc. | Edina | MN | 08/2025 | Present |
| Sw Advocates, Llc | Prior Lake | MN | 06/2023 | Present |
SW Advocates, LLC; Not Investment Related; 5871 Crossandra Street SE, Prior Lake , MN 55372; Partial minority owner of a former entity in process of sale and dissolution; 06/2023|0 hrs/month Duties: none.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-02-28 |
| S66 | Uniform Combined State Law Examination | 2002-07-11 |
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