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4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-28 |
Branch Locations
7400 Metro Blvd Suite 475 Edina Mn 55439 Ste 475, Edina, MN 55439 • United States
4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wayzata | MN | 04/2019 | 08/2021 |
| Sweet Financial Services | Fairmont | MN | 05/2017 | 08/2017 |
| S. Peters And Associates | Prior Lake | MN | 05/2018 | 08/2018 |
| University Of Minnesota | Minneapolis | MN | 07/2015 | 05/2019 |
| Midwest Money Management Inc. | Lakeville | MN | 09/2021 | Present |
| Spc | Lakeville | MN | 02/2022 | 04/2023 |
| Parkland Securities | Lakeville | MN | 09/2021 | 04/2023 |
| J.W. Cole Financial, Inc. | Tampa | FL | 04/2023 | Present |
| J.W. Cole Advisors, Inc. | Tampa | FL | 04/2023 | Present |
(1) LGH Wealth Management; DBA; Financial Planning; Investment Related; 7400 Metro Blvd, Ste 475, Edina, MN 55439; Financial Planner; Start 10/16/2025; 40 hours/month during trading. (2) Calvary Wealth Management; Tax Pass through entity; Investment Related; 7400 Metro Blvd, Ste 475, Edina, MN 55439; I own the LLC Calvary Wealth Management which will be used for my taxes; Start 10/16/2025; 40 hours/month during trading. (3) Elko New Market Chamber of Commerce; Not investment related; 2067 Wild Wings Pass, Elko New Market MN 55054; Board of Director; Overseeing decisions of he chamber in a board capacity, potentially voting along with other board members on issues and attending events; Start 1/15/2025; 5 hours/month during trading. (4) Connor Thielfoldt / LGH Wealth Management; Insurance license/sales; 7400 Metro Blvd, suite 475, Edina MN 55439; Investment related; Insurance Producer; Start Date: 1/6/2026; 5 hours/month during trading. (5) Angels of Hope ("trusted Financial Planner); 7400 Metro Blvd, Suite 475, Edina MN 55439; Investment Related; Financial Planner/Educator/Resource; Helping educate this charities donors on financial planning items; Start 3/2026; 1-2 hours/month during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-10 |
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