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3033 Campus Drive Suite N145, Plymouth, MN 55441-2651 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-29 |
| TX | RA | APPROVED | 2022-06-29 |
Branch Locations
3033 Campus Drive Suite N145, Plymouth, MN 55441 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Echo Wealth Management, Llc | Plymouth | MN | 06/2018 | Present |
| Trust Point Inc. | La Crosse | WI | 02/2017 | 09/2017 |
| Full-Time Education | Winona | MN | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-29 |
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