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7701 France Avenue South #300, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-07-28 |
Branch Locations
7701 France Avenue South #300, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Punch & Associates Investment Management, Inc. | Edina | MN | 11/2022 | Present |
| E.T. Kelly & Associates | Edina | MN | 10/2003 | 11/2022 |
E.T. Kelly & Associates Not investment related 7301 Ohms Ln., Suite 125, Edina, MN 55439 CPA Firm Passive Partnership interest Prior place of business Passive partnership interest until 12/31/2023 Start Date 10/2003 0 hours devoted to CPA firm 0 hours during trading hours Title until partnership interest is disolved and retirement account is paid out
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-28 |
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