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23505 Smithtown Road Suite 290, Excelsior, MN 55331 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-26 |
| MN | RA | APPROVED | 2018-03-01 |
Branch Locations
23505 Smithtown Road, #290, Excelsior, MN 55331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Excelsior | MN | 03/2009 | 03/2017 |
| Lpl Financial, Llc | Excelsior | MN | 03/2017 | Present |
| Modus Advisors, Llc | Excelsior | MN | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-15 |
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