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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-13 |
| TX | RA | APPROVED | 2025-08-08 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farmers Financial Solutions | Plymouth | MN | 03/2025 | 04/2025 |
| Morgan Stanley | Wayzata | MN | 07/2025 | Present |
| Farmers Insurance | Plymouth | MN | 02/2025 | 04/2025 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 05/2008 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-09 |
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