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4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-01-21 |
Branch Locations
4350 Baker Road Suite 245, Minnetonka, MN 55343 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creighton University | Omaha | NE | 08/2013 | 05/2017 |
| Hirshfield's | Wayzata | MN | 05/2014 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayzata | MN | 06/2017 | 05/2018 |
| Bank Of America, N.A. | Wayzata | MN | 11/2017 | 05/2018 |
| Jll Inc | Saint Paul | MN | 06/2018 | 10/2018 |
| Morgan Stanley | Saint Paul | MN | 10/2018 | 10/2019 |
| Independent Financial Group | San Diego | CA | 10/2019 | 11/2021 |
| Marks Group Wealth Management | Minnetonka | MN | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-15 |
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