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150 N. Orange Street Suite 340, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-01 |
| PA | RA | APPROVED | 2026-07-01 |
Branch Locations
150 N. Orange Street Suite 340, Orlando, FL 32801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Macalester College | St. Paul | MN | 08/2016 | 09/2019 |
| North Star Resource Group | Minneapolis | MN | 06/2020 | 09/2020 |
| Fidelity Investments | Oakdale | MN | 10/2021 | 11/2024 |
| Unemployed | St. Paul | MN | 10/2020 | 09/2021 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 03/2025 | 05/2025 |
| Unemployed | Maplewood | MN | 12/2024 | 02/2025 |
| Saint Olaf College | Northfield | MN | 09/2016 | 05/2020 |
| Edelman Financial Engines | Santa Clara | CA | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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