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100 South Fifth Street Suite 420, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-04 |
Branch Locations
100 South Fifth Street Suite 420, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantitative Advantage, Llc | Minnetonka | MN | 08/2019 | 04/2023 |
| United Health Group, Inc | Minnetonka | MN | 07/2015 | 07/2019 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | 07/2024 |
| Palisade Asset Mangement, Llc | Minneapolis | MN | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-28 |
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