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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-07-22 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 01/2020 | 06/2021 |
| Cambridge Investment Research | Fairfield | IA | 05/2019 | 06/2021 |
| Revl | Minneapolis | MN | 01/2015 | 12/2016 |
| Re/Max Results | Wayzata | MN | 01/2017 | 03/2020 |
| Walser Automotive Group | Burnsville | MN | 08/2017 | 05/2019 |
| Mindful Asset Planning | Apple Valley | MN | 06/2021 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 07/2026 | Present |
| Integrated Equity Management | Bloomington | MN | 06/2026 | Present |
Owner, Apex Model Cars LLC; purchase and sale of model cars; Located in Burnsville, MN, as of 9/11/2022; 0% of time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-01 |
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