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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-21 |
Branch Locations
701 Carlson Parkway Suite 420, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M.A. Mortenson Company | Golden Valley | MN | 10/2015 | 04/2017 |
| M.A. Mortenson Company | Golden Valley | MN | 05/2017 | 03/2019 |
| M.A. Mortenson Company | Golden Valley | MN | 04/2019 | 10/2021 |
| Quantitative Advantage, Llc | Minnetonka | MN | 11/2021 | 04/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 04/2023 | Present |
1) Bernard Coaching LLC - Partner. Investment Related: No; Private Residence; Health Coaching; Partner; Start:12/18/2018; Hours/Month:1 ; Hours during Market Hours:0 ; Duties: Business Mgr.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-31 |
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