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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-30 |
| MN | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Golden Valley Golf And Country Club | Golden Valley | MN | 05/2008 | 04/2021 |
| Macy's Inc | Minnetonka | MN | 11/2014 | 12/2021 |
| Poly-Cam Inc | Anoka | MN | 06/2016 | 11/2016 |
| Cole Haan | Edina | MN | 06/2017 | 05/2018 |
| Lifetime Fitness | Minneapolis | MN | 05/2017 | 05/2017 |
| Mirum Agency | Minneapolis | MN | 06/2018 | 09/2018 |
| Shinola | Edina | MN | 10/2018 | 11/2019 |
| Nina Hale Inc | Minneapolis | MN | 12/2018 | 07/2019 |
| Unemployed | Golden Valley | MN | 08/2019 | 09/2019 |
| King Of Grace Lutheran School | Golden Valley | MN | 11/2016 | 02/2017 |
| Blvd Kitchen And Bar | Minnetonka | MN | 09/2019 | 10/2019 |
| Bethel University | Saint Paul | MN | 08/2014 | 05/2018 |
| Golden Valley Golf And Country Club | Golden Valley | MN | 09/2019 | 10/2019 |
| Ameriprise Financial Services Inc | Minneapolis | MN | 11/2019 | 04/2021 |
| Ubs Financial Services Inc. | Wayzata | MN | 04/2021 | 05/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Minneapolis | MN | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-25 |
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