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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-11-14 |
Branch Locations
10900 Wayzata Boulevard Suite 850, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnehaha Falls Family Dental | Minneapolis | MN | 12/2020 | 09/2022 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 09/2016 | 05/2020 |
| Vedadi Wealth Management | St. Louis Park | MN | 10/2022 | Present |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 05/2017 | 05/2020 |
| Noodles And Company | Minneapolis | MN | 05/2020 | 11/2020 |
| Sagepoint Financial, Inc. | St. Louis Park | MN | 06/2023 | Present |
| Osaic Wealth, Inc. | St Louis Park | MN | 09/2023 | Present |
1. VEDADI WEALTH MANAGEMENT POSITION: Paraplanner NATURE: S-Corp, established for our wealth management business. IT is used to run compensation, business expenses, employee payroll, retirement plan, etc. through for tax purposes. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 10/13/2023 ADDRESS: 10900 Wayzata Blvd, Ste 850, Minnetonka MN 55305, United States DESCRIPTION: I load data into financial planning software, assist clients with the software, update client records, take notes during appointments, and complete ad hoc tasks. 2. NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/03/2022 ADDRESS: 10900 Wayzata Blvd, Suite 850, Minnetonka MN 55305, United States DESCRIPTION: Notary Public services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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