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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| MN | RA | APPROVED | 2025-08-28 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Minneapolis | MN | 12/2021 | 08/2025 |
| Fishman Public Relations | Chicago | IL | 04/2021 | 12/2021 |
| University Of Minnesota Athletic Department | Minneapolis | MN | 09/2016 | 06/2020 |
| Unemployed | Victoria | MN | 07/2020 | 04/2021 |
| Minnesota Vikings | Minneapolis | MN | 08/2018 | 12/2018 |
| Brener Zwikel & Associates | Minneapolis | MN | 02/2018 | 02/2018 |
| Minnesota Twins | Minneapolis | MN | 05/2017 | 09/2017 |
| College Nannies + Sitters | Minneapolis | MN | 06/2019 | 08/2019 |
| Wcco | Minneapolis | MN | 08/2018 | 09/2018 |
| Saint Hubert's Catholic Church | Chanhassen | MN | 06/2016 | 12/2016 |
| Morgan Stanley Smith Barney Llc | Wayzata | MN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-06 |
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