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10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-16 |
| MN | RA | APPROVED | 2024-09-05 |
| TX | RA | APPROVED | 2024-09-05 |
Branch Locations
10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Minneapolis | MN | 11/1985 | 09/2024 |
| Bjork Financial Services, Inc. | Minneapolis | MN | 09/1994 | Present |
| Raymond James Financial Services Advisors, Inc | Minneapolis | MN | 01/2009 | 09/2024 |
| Birch Cove Group, Ltd | Minneapolis | MN | 04/2009 | 09/2024 |
| Collaborative Legacy Partners, Llc | Minneapolis | MN | 02/2014 | 09/2024 |
| Acrew Corporation | Minneapolis | MN | 06/2020 | 09/2021 |
| Navista Wealth Management, Inc. | Minneapolis | MN | 01/2024 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2024 | Present |
(1) Bjork Financial Services, Inc., not Investment related, Minneapolis, MN S-Corp, payroll entity, Owner/President, 9/1994. no hours per month, no hours during trading hours. (2) Navista Wealth Management, Inc, Investment related, Minneapolis, MN, RIA, Founder/Wealth Advisor, 10/2024, 160 hours per month, 130 hours during trading hours, owner, financial planning, investment advisory servces.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1981-11-05 |
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