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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-18 |
| MN | RA | APPROVED | 2024-10-24 |
Branch Locations
15751 Emperor Ave, Apple Valley, MN 55124 • United States
4245 Johnny Cake Ridge Rd, Eagan, MN 55122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Financial Services, Llc | Minneapolis | MN | 03/2018 | 11/2018 |
| Wells Fargo | Minneapolis | MN | 06/2011 | 02/2018 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 03/2018 | 11/2018 |
| Think Bank | Edina | MN | 11/2018 | 11/2022 |
| Usi Insurance Services | Bloomington | MN | 11/2022 | 12/2023 |
| Raymond James Financial Services, Inc. | Edina | MN | 11/2023 | 03/2024 |
| Raymond James Financial Services, Inc. | Edina | MN | 03/2024 | Present |
| Think Bank | Edina | MN | 12/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Edina | MN | 10/2024 | Present |
(1)Name of Business: Think Financial Planning Address: 3655 Hazelton Rd, Edina, MN, 55435-4210, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 12/18/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-18 |
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