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5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-06-18 |
Branch Locations
43 Main Street Se Suite 236, Minneapolis, MN 55414 • United States
5707 Southwest Parkway Bldg 2 Ste 401, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Minnetonka | MN | 09/2012 | 04/2019 |
| Kestra Financial Inc. | Minneapolis | MN | 05/2026 | Present |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2026 |
| Sns Financial Group, Llc | Minneapolis | MN | 06/2019 | 05/2026 |
| N/A | Minnetonka | MN | 04/2019 | 06/2019 |
Name: TEAM GILBOA - COACH POSITION: Coach NATURE: Ski Coach for non-profit youth ski racing organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2022 ADDRESS: 5301 Edina Industrial Blvd Suite 3, Minneapolis MN 55439, United States DESCRIPTION: I am a ski coach two days per week outside of normal business hours and we have 4 ski races that I coach at during the weekends.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-09 |
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