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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-24 |
Branch Locations
7825 Washington Avenue S, Minneapolis, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Minnesota | Duluth | MN | 09/2015 | 12/2017 |
| Lutheran Social Services Financial Counseling | Duluth | MN | 01/2017 | 05/2017 |
| U.S. Bank | Minneapolis | MN | 05/2017 | 08/2017 |
| Wells Fargo | Duluth | MN | 10/2017 | 01/2018 |
| Concinnus Financial | Spokane | WA | 10/2017 | 05/2018 |
| Waddell & Reed | Bloomington | MN | 05/2018 | 01/2019 |
| Waddell & Reed, Inc | Bloomington | MN | 01/2019 | 04/2019 |
| Atterro Inc. | Burnsville | MN | 06/2016 | 06/2017 |
| No B.S. Advising, Llc | Savage | MN | 04/2019 | 12/2024 |
| Hilton Garden Inn | Savage | MN | 05/2019 | 06/2019 |
| St. Paul Audobon Society | Savage | MN | 05/2019 | 05/2020 |
| Charles Schwab & Co., Inc | Minneaspolis | MN | 09/2025 | Present |
| Schwab Wealth Advisory Inc. | Minneapolis | MN | 09/2025 | Present |
| Computershare | St Paul | MN | 10/2022 | 10/2023 |
| Felton & Peel Wealth Management | Atlanta | GA | 09/2021 | 12/2022 |
| Ifri, Llc | Minneapolis | MN | 10/2023 | 03/2024 |
| Csl Plasma | Minneapolis | MN | 06/2025 | 09/2025 |
| Snorkel Al | Redwood City | CA | 06/2025 | 09/2025 |
| Uber | San Francisco | CA | 05/2025 | 09/2025 |
| Doordash | San Francisco | CA | 05/2025 | 09/2025 |
| Wells Fargo | Shoreview | MN | 06/2024 | 08/2025 |
| Rebiotix | Roseville | MN | 11/2023 | 01/2024 |
| Dominos | Burnsville | MN | 10/2023 | 09/2025 |
| Pacifica Burnsville Mall | Burnsville | MN | 10/2023 | 04/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-02 |
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
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