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Excelsior, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-10-27 |
| MN | RA | APPROVED | 2024-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Columbia Threadneedle | New York | NY | 01/2006 | 01/2017 |
| Bastion Quantitative Sciences | Las Vegas | NV | 01/2017 | 12/2017 |
| Santander Asset Management | London | 11/2018 | 04/2022 | |
| Atitlan Asset Management | London | 06/2022 | 12/2023 | |
| Modelist | Minneapolis | MN | 01/2024 | Present |
| Modelist Inc. | Excelsior | MN | 02/2024 | Present |
| N/A | N/A | XX | 01/2018 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-08 |
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