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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-10 |
Branch Locations
250 Nicollet Mall Suite 2000, 16Th Floor, Minneapolis, MN 55401-1931 • United States
Edina, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Minneapolis | MN | 07/2026 | Present |
| Unemployed | Edina | MN | 03/2026 | 06/2026 |
| Edina Public Schools | Edina | MN | 11/2025 | 02/2026 |
| Bremer Bank | Minneapolis | MN | 01/2022 | 08/2025 |
| Royal Bank Of Canada Global Asset Management | Minneapolis | MN | 03/2015 | 01/2022 |
(1) Hennepin Arts Board of Directors; business is not investment related; 800 Lasalle Ave, Suite 1030, Minneapolis, MN 55402; Preforming arts organization in Minneapolis; I am on the Board and serve on two Board committees, Started in January 2023; roughly 5 hours per month total, 1 hour during securities trading hours. I serve on the board of directors, providing vision and oversight to the CEO and organization. (2) NAME OF ENTITY: CFA Institute ADDRESS: 915 East High Street Charlottesville VA 22902 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Educational Institution START DATE: Sep 01, 2026 CAPACITY: Committee/Council Member DUTIES: Serve on the Disciplinary Review Committee HOURS DEVOTED PER MONTH: 10 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
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