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12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-25 |
Branch Locations
12301 Whitewater Dr. Suite 40, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Locorr Distributors | Excelsior | MN | 06/2015 | 02/2017 |
| Lpl Financial, Llc | Bloomington | MN | 03/2017 | 04/2022 |
| Great Valley Advisor Group, Inc. | Mahtomedi | MN | 03/2017 | 04/2020 |
| Vrwa Llc Dba Valley Ridge Wealth | Edina | MN | 04/2022 | Present |
| E-Wealth Partners | Minnetonka | MN | 01/2025 | Present |
VRWA LLC DBA VALLEY RIDGE WEALTH; INVESTMENT-RELATED; EDINA, MINNESOTA; INVESTMENT ADVISER; OWNER/INVESTMENT ADVISER REPRESENTATIVE; START: 04/2022; INDEPENDENT INSURANCE AGENT; INVESTMENT-RELALTED; SAME OFFICE ADDRESS; INSURANCE SALES; 10 HRS/ MTH DURING TRADING. TAX PREPARATION SERVICES; INVESTMENT-RELATED; SAME OFFICE ADDRESS; TAX PREP; 30 HRS DURING TAX SEASON.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-19 |
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