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4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-14 |
| TX | RA | APPROVED | 2022-04-14 |
Branch Locations
4100 Lexington Ave N Suite 100, Shoreview, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Waters Financial | New Hope | MN | 08/2014 | 04/2022 |
| Legband Enterprises | Robbinsdale | MN | 11/2001 | Present |
| Advisornet Wealth Management | Minneapolis | MN | 06/2015 | 04/2022 |
| Great Waters Wealth Management | Shoreview | MN | 04/2022 | Present |
1. NAME OF OTHER BUSINESS: Legband Enterprises INVESTMENT RELATED: No ADDRESS: Minneapolis, MN 55421 NATURE OF BUSINESS: Real Estate/Leasing POSITION/TITLE/RELATIONSHIP: Co-Founder START DATE: 2001 APPROX. NUMBERS OF HOURS/MONTH: <10 BRIEF DESCRIPTION OF DUTIES: Real Estate Management/Leasing Coordination 2. Insurance sales, agent, 6/2015 to present, 80 hours per month with 80 hours during trading hours 3. Name of other business: Hand in Hand Christian Montessori Academy Investment related: no Nature of business: private education institution Position: board president/chair Start date: 01/2017 Hours: 10/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-22 |
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