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8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-18 |
Branch Locations
Minneapolis, MN • United States
8515 East Orchard Rd 4T2, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Minneapolis | MN | 11/2023 | 12/2024 |
| Coldwell Banker | Minnetonka | MN | 05/2017 | 01/2024 |
| Edina Realty | Minnetonka | MN | 02/2014 | 05/2017 |
| Ameriprise Financial, Inc | Minneapolis | MN | 11/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 12/2024 | 06/2026 |
| J.P. Morgan Securities Llc | Minneapolis | MN | 12/2024 | 06/2026 |
| Blue Loon Holdings Llc | Excelsior | MN | 02/2020 | Present |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2026 | Present |
| Empower Advisory Group, Llc | Greenwood Village | CO | 08/2026 | Present |
Entity Name: Blue Loon Holdings LLC Investment related: No Address: 19400 Highway 7, Excelsior, MN 55331 Nature of the other business: I own one rental property with a business partner Position/Title/Relationship: Partner Start Date: 02/21/2020 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: When I was a Realtor, my business partner and I bought two rental properties. After we purchased the second one, we executed a quit claim deed and put both of the rental properties into this LLC. We had planned on buying additional properties at the time. However, we sold one of the properties in 2025 and will likely sell the remaining property when the current tenant decides not to renew her lease. I do not receive any compensation from this LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-19 |
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