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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-10-10 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
1907 Wayzata Blvd Suite 230, Wayzata, MN 55391 • United States
150 St Andrews Ct Suite 210, Mankato, MN 56001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aei Fund Management, Inc. | St. Paul | MN | 01/2008 | 03/2018 |
| Aei Securities, Inc. | St. Paul | MN | 01/2008 | 03/2018 |
| Discipline Advisors | Mankato | MN | 03/2018 | Present |
1) DAI Manager, LLC / Discipline Strategies Managment, LP; investment related; Atlanta, GA; RIA - Private Fund; Member; 10/2025; 5 hours; 5 hours; strategy designing, selecting and monitoring fund managers, and overseeing portfolio construction.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-23 |
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