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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-20 |
| CO | RA | APPROVED | 2025-08-20 |
| MI | RA | APPROVED | 2025-08-20 |
| MN | RA | APPROVED | 2025-08-20 |
| OR | RA | APPROVED | 2025-08-20 |
| WI | RA | APPROVED | 2025-08-20 |
| IL | RA | APPROVED | 2024-03-21 |
| AZ | RA | APPROVED | 2023-11-07 |
| GA | RA | APPROVED | 2023-10-23 |
| SD | RA | APPROVED | 2023-10-20 |
| VA | RA | APPROVED | 2023-10-20 |
| ID | RA | APPROVED | 2023-10-19 |
| WA | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED | 2016-03-25 |
Branch Locations
701 Xenia Ave. South, Suite 100, Golden Valley, MN 55416-1089 • UNITED STATES
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 03/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-01 |
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