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30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-20 |
Branch Locations
30 East 7Th Street, Suite 2000, St Paul, MN 55101-4930 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmb Capital Management, Llc | Denver | CO | 01/2014 | 03/2018 |
| Iconiq Capital | San Francisco | CA | 04/2018 | 09/2024 |
| Fiduciary Counselling Inc. | Minneapolis | MN | 06/2026 | Present |
| Rover | Saint Paul | MN | 10/2024 | 06/2025 |
| Arootah | Saint Paul | MN | 10/2024 | 06/2025 |
| Cresset Asset Management, Llc | Minnetonka | MN | 06/2025 | 06/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-20 |
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