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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-15 |
Branch Locations
600 South Highway 169 Suite 1945, Minneapolis, MN 55426 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waypoint Capital Advisors | Minneapolis | MN | 05/2022 | 11/2024 |
| Wells Fargo | Minneapolis | MN | 04/2021 | 04/2022 |
| N/A | Minneapolis | MN | 04/2012 | 04/2021 |
| Mercer Global Advisors Inc. | Minneapolis | MN | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
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