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8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-04 |
Branch Locations
8500 Normandale Lake Blvd Suite 850, Bloomington, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Petros Family Wealth, Llc | Bloomington | MN | 02/2023 | Present |
| Wells Fargo Advisors | Bloomington | MN | 06/2022 | 02/2023 |
| Chick Fil A | Arden Hills | MN | 02/2022 | 06/2022 |
| Bethel University | Arden Hills | MN | 03/2022 | 01/2023 |
| Bethel University | Arden Hills | MN | 11/2021 | 06/2022 |
| Primerica | Bettendorf | IA | 06/2021 | 06/2022 |
| Bethel University | Arden Hills | MN | 11/2020 | 05/2021 |
| Dunn Brothers Coffee | Davenport | IA | 11/2019 | 07/2020 |
| Bethel University | Arden Hills | MN | 08/2020 | 05/2023 |
| Bettendorf High School | Bettendorf | IA | 08/2016 | 05/2020 |
Royals Investment Fund 3900 Bethel Drive Arden Hills, MN 55112 Investment Related September 6, 2022 to Present Research Associate The Royal's Investment Fund is a $2M portfolio managed by students at Bethel University. My duties include analyzing current holdings and helping the team reach decisions on how to manage the portfolio. Hours devoted are approximately 12 per month, 8 of which are devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-04 |
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