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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-02-18 |
Branch Locations
903 S. Hillcrest Pkwy, Altoona, WI 54720 • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stillwater Boat Club | Stillwater | MN | 03/2014 | 09/2017 |
| St. Cloud University | St. Cloud | MN | 09/2015 | 05/2017 |
| Univ. Of Wisconsin - River Falls | River Falls | WI | 09/2017 | 12/2019 |
| Northwestern Mutual | Woodbury | MN | 09/2017 | 02/2018 |
| Ace Hardware | New Richmond | WI | 02/2018 | 12/2018 |
| Minnesota Department Of Revenue | St. Paul | MN | 11/2018 | 02/2020 |
| Minnesota Department Of Revenue | St. Paul | MN | 02/2020 | 09/2020 |
| Doherty Consulting | Remote | MN | 09/2020 | 09/2021 |
| Washington County | Stillwater | MN | 09/2020 | 03/2022 |
| Unemployed | Unemployed | WI | 03/2022 | 06/2022 |
| Concord Usa | Hopkins | MN | 06/2022 | 11/2022 |
| New Richmond Fire And Rescue | New Richmond | WI | 06/2021 | 09/2022 |
| North Point Advisor Group | Altoona | WI | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-18 |
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