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10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-11 |
Branch Locations
10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Mutual Funds | Appleton | WI | 01/2018 | 07/2019 |
| Target | Brookfield | WI | 08/2017 | 01/2018 |
| Unemployed | Wauwatosa | WI | 05/2017 | 08/2017 |
| University Of Wisconsin-Madison | Madison | WI | 09/2016 | 05/2017 |
| Unemployed | Wauwatosa | WI | 08/2016 | 09/2016 |
| Raymond James Financial Services Inc. | Minneapolis | MN | 12/2022 | 03/2024 |
| Activision | Eden Prairie | MN | 07/2019 | 02/2021 |
| Wells Fargo | Minneapolis | MN | 02/2021 | 12/2022 |
| Birch Cove Group, Ltd. | Minneapolis | MN | 12/2022 | 09/2024 |
| Raymond James Financial Services, Inc. | Minneapolis | MN | 03/2024 | 09/2024 |
| Navista Wealth Management, Inc. | Minneapolis | MN | 10/2024 | Present |
| Cabot Lodge Securities Llc | Schaumburg | IL | 10/2024 | 10/2025 |
| Bjork Financial Services, Inc. | Minneapolis | MN | 12/2022 | Present |
| Navista Wealth Management, Inc. | Minneapolis | MN | 11/2025 | Present |
(1) Bjork Financial Services, Inc., not investment related, Minneapolis, MN, payroll entity/S-Corp, employee, 12/2022, zero hours per month and zero hours during trading hours,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-14 |
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