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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-12 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial | Woodbury | MN | 08/2022 | Present |
| Osaic Wealth | Woodbury | MN | 09/2023 | Present |
| Unemployed | Arden Hills | MN | 07/2022 | 08/2022 |
| Land O'LAkes | Arden Hills | MN | 05/2021 | 07/2022 |
| Bethel University | Arden Hills | MN | 09/2019 | 05/2021 |
| Bethel University | Arden Hills | MN | 08/2018 | 09/2019 |
| Victoriano's | Stillwater | MN | 05/2020 | 09/2020 |
| Community Reinvestment Fund | Minneapolis | MN | 09/2020 | 01/2021 |
| Ymca | Hudson | WI | 06/2019 | 08/2019 |
| Nelson's Ice Cream | Stillwater | MN | 08/2015 | 08/2018 |
1. FOCUS FINANCIAL NETWORK INC POSITION: Advisor Support Specialist NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/06/2024 ADDRESS: 635 Bielenberg Drive, Suite 210, Woodbury MN 55125, United States DESCRIPTION: Support advisors with meeting prep and notes Assist clients with trading and distributions from their accounts 2. FOCUS FINANCIAL NETWORK INC. POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/11/2025 ADDRESS: 635 Bielenberg Dr, Suite 210, Woodbury MN 55126, United States DESCRIPTION: Assisting with client meetings, providing investment recommendations and completing trades.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-06 |
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