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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2020-02-24 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
14989 Florence Trail Suite 101, Apple Valley, MN 55124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | Portland | OR | 04/2016 | 03/2019 |
| First Republic Securities Company, Llc | Portland | OR | 04/2016 | 03/2019 |
| Women Who Explore | Eugene | OR | 11/2017 | Present |
| Efs Advisors | Cambridge | MN | 12/2019 | Present |
Women Who Explore, NON INV, Eugene OR & Calgary, AB. Outdoor Community & Group Travel Services, Sole Owner, 11/2017, 40 hrs/month, 0 trading hours. Owner of the program that is a women's community focused on offering outdoor adventures and small group travel, tours, and excursions. Compensation is annual salary.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-25 |
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