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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-04 |
Branch Locations
7900 Xerxes Ave South Suite 1100, Bloomington, MN 55431 • United States
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| &Partners | Nashville | TN | 08/2026 | Present |
| Virginia Tech | Blacksburg | VA | 01/2026 | 05/2026 |
| &Partners | Nshville | TN | 06/2025 | 08/2025 |
| Provision Financial Group | New Brighton | MN | 05/2024 | 08/2024 |
| T And T Boatworks | Wayzata | MN | 05/2022 | 08/2023 |
| Dakota County Lumber-Hamel | Plymouth | MN | 06/2021 | 09/2021 |
| Potbelly Sandwich Shop | Plymouth | MN | 04/2020 | 04/2021 |
| Student | Plymouth | MN | 09/2009 | 05/2022 |
| College Student | Blacksburg | VA | 08/2022 | 08/2026 |
| Doordash Inc | Blacksburg | VA | 09/2022 | Present |
DOORDASH INC. POSITION: DoorDash Driver NATURE: Food delivery company through an app. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: San Francisco, CA 94105 DESCRIPTION: Driver for the company who picks up food from restaurants and delivers them to customers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-07-24 |
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