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7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431-1120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-12-03 |
| MN | RA | APPROVED | 2025-10-15 |
Branch Locations
7900 Xerxes Ave. S, Ste 500, Minneapolis, MN 55431-1120 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Mateo | CA | 12/2017 | 03/2019 |
| Teachers' Retirement System Of The City Of New York | New York | NY | 08/2016 | 02/2017 |
| Queens College Cuny | Flushing | NY | 02/2013 | 05/2017 |
| Unemployed | Fresh Meadows | NY | 02/2017 | 11/2017 |
| Rbc Capital Markets, Llc. | Jericho | NY | 06/2019 | Present |
1) NAME OF ENTITY: 3rd Decade ADDRESS: 4729 E. Sunrise Dr.#331 Tucson, Arizona 85718 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Volunteer Financial Coaching CAPACITY: Other START DATE: 01.01.23 DUTIES: Pro bono financial coaching for young adults looking to improve their financial literacy and circumstances. PER MONTH: 0; SECURITIES HOURS: 0 2) NAME OF ENTITY: Wings for Widows ADDRESS: 290 Peavey Road, Wayzata MN 55391 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Financial coaching for recent widows CAPACITY: Other START DATE: 01.01.23 DUTIES: Volunteer financial coaching for recent widows PER MONTH: 0; SECURITIES HOURS: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
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