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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-10-23 |
Branch Locations
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
8665 Hudson Blvd N Suite 100, Lake Elmo, MN 55042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Enhancement Group | Plymouth | MN | 01/2018 | 10/2019 |
| Springsted Incorprated | St. Paul | MN | 07/2017 | 01/2018 |
| University Of Wisconsin - La Crosse | La Crosse | WI | 09/2013 | 05/2017 |
| Harry's Cafe | Lakeville | MN | 06/2014 | 09/2016 |
| Lpl Financial Llc | Plymouth | MN | 03/2018 | 11/2019 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 01/2019 | 10/2019 |
| Wealth Enhancement Brokerage Services | Plymouth | MN | 04/2018 | 10/2019 |
| Landmark Wealth Management Group | Lake Elmo | MN | 10/2019 | 07/2021 |
| Landmark Wealth Management Group | Lake Elmo | MN | 07/2021 | 10/2024 |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 07/2020 | 10/2023 |
| Beacon Pointe Advisors, Llc | Lake Elmo | MN | 10/2024 | Present |
Prism Window Washing LLC, Not investment-related; Address: Rosemount, MN; Position/Title: Technician / Owner; Start Date: 05/2026; 20 HRS/MO devoted to OBA; HRS/MO during trading hours: 0 HRS/MO; The duties are completing window cleaning jobs, serving as the technician and handling the back office operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-29 |
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