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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2021 | 06/2025 |
| Wipfli Llp | Minneapolis | MN | 11/2020 | 12/2021 |
| Goldmark Property Management | Fargo | ND | 09/2016 | 07/2018 |
| Full Time Student | Fargo | ND | 04/2015 | 09/2016 |
| Columbia Heights High School | Columbia Heights | MN | 10/2020 | 09/2021 |
| Jimmy Johns | Apple Valley | MN | 02/2013 | 11/2021 |
| Osaic Wealth, Inc. | Maple Grove | MN | 06/2025 | Present |
1. BASKETBALL COACH POSITION: Boys Basketball Coach NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 10/01/2023 ADDRESS: 3303 33rd Ave NE, St Anthony MN 55418, United States DESCRIPTION: I am a coach for a high school basketball team 2. 654 POSITION: Owner Operator NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2021 ADDRESS: 654 24th Ave Ne, Minneapolis MN 55418, United States DESCRIPTION: I own a duplex and rent out one of the units. 2. TRUE NORTH ADVISORY POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 06/01/2025 ADDRESS: 11300 86th Ave N, Maple Grove MN 55369, United States DESCRIPTION: Providing Insurance to clients
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-26 |
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