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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-24 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
8500 Normandale Lake Blvd., Suite 1900, Minneapolis, MN 55437 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bloomington | MN | 04/2023 | 08/2026 |
| Facet | Baltimore | MD | 02/2022 | 03/2023 |
| Empower | Denver | CO | 08/2020 | 02/2022 |
| Personal Capital | California | CA | 08/2018 | 08/2020 |
| Student | St. Peter | MN | 09/2017 | 08/2019 |
| Morgan Stanley | Rochester | MN | 07/2017 | 09/2017 |
| Student | St. Peter | MN | 02/2017 | 06/2017 |
| Colliers International | Minneapolis | MN | 01/2017 | 02/2017 |
| Student | St. Peter | MN | 09/2016 | 12/2016 |
| Graves Hospitality | Minneapolis | MN | 06/2016 | 09/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2026 | 08/2026 |
| Elevation Point Wealth Partners, Llc | Minneapolis | MN | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
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