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5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-03-14 |
Branch Locations
5601 Smetana Drive Suite 707, Minnetonka, MN 55343-9196 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Distributors, Inc. | Boston | MA | 04/2013 | 03/2020 |
| Parametric Portfolio Associates | Seattle | WA | 01/2013 | 03/2020 |
| Twele Capital Management, Inc. | Minnetonka | MN | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-23 |
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