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1600 Utica Avenue South Suite 900, St Louis Park, MN 55416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-03-28 |
Branch Locations
1600 Utica Avenue South Suite 900, St Louis Park, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | St. Paul | MN | 03/2007 | 03/2019 |
| Summit Investment Advisory Services | St Paul | MN | 11/2013 | 03/2019 |
| Lions Wealth Management | Minneapolis | MN | 03/2019 | Present |
(1) 12/01/2015: No Business Name - Notary - Not Investment Related - At Reported Business Location(s) - Start11/30/2015 - 0 Hr/Mo - Notary Public (2) 03/2019: Insurance Sales - Start 03/2019 - 5 Hrs/Mo During Securities Trading - Selling insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-25 |
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