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10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED_RES | 2025-04-25 |
Branch Locations
10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Retail Management | Andover | MA | 09/2015 | 03/2017 |
| Raymond James Financial Services, Inc. | Minneapolis | MN | 03/2017 | 09/2024 |
| Raymond James Financial Services Advisors Inc. | Minneapolis | MN | 05/2017 | 09/2024 |
| Acrew Corporation | Minneapolis | MN | 06/2020 | 01/2023 |
| Bjork Financial Services Inc | Minneapolis | MN | 04/1994 | Present |
| Birch Cove Group Ltd. | Minneapolis | MN | 04/2017 | 09/2024 |
| Navista Wealth Management, Inc. | Minneapolis | MN | 07/2024 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2024 | 10/2025 |
1) Bjork Financial Services, Inc., Not Investment related, Minneapolis, MN S-Corp, payroll entity, employee, 04/1994. no hours per month, no hours during trading hours. 2) MN Chamber of Health, Not Investment-related, St. Paul, MN, Nature of business: Company Health Insurance Plan, Position held: Board Member. Start date April 1, 2024, Spend less than 2 hours per month, less than 1 hour per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
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