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3900 Northwoods Dr. Suite 350, St. Paul, MN 55112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-02 |
| MN | RA | APPROVED | 2022-11-01 |
Branch Locations
3900 Northwoods Dr. Suite 350, St. Paul, MN 55112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M J Barrett & Company Pllc | St. Paul | MN | 08/2021 | Present |
| Bright Angel Advisors Llc | St. Paul | MN | 08/2022 | Present |
| Deloitte Tax Llp | Minneapolis | MN | 07/2017 | 08/2021 |
| Full-Time University Student | Collegeville | MN | 08/2013 | 07/2017 |
M J Barrett & Company, PLLC, 3900 Northwoods Drive, Suite 350, St. Paul, MN, 55112, a CPA firm providing accounting and tax services; not investment-related; began as Tax Manager on 8/15/21 providing accounting and tax services for Bright Angel's advisory clients; spend approximately 160 hours per month in this capacity, all during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-23 |
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