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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-10 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| S Capital Wealth Advisors, Llc Dba Yes Wealth Management | Mahtomedi | MN | 10/2021 | 06/2023 |
| Minneapolis Police Department | Minneapolis | MN | 09/2014 | 05/2021 |
| Medical Leave | Mahtomedi | MN | 05/2021 | 10/2021 |
| North Point Advisor Group | Mahtomedi | MN | 09/2025 | Present |
| Heritage Embroidery | Stillwater | MN | 10/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-23 |
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