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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-08-04 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. Paul Academy & Summit School | St. Paul | MN | 08/2010 | 05/2022 |
| Level Up Soccer Coaching | Plymouth | MN | 04/2020 | 11/2020 |
| Lifetime Fitness | Edina | MN | 05/2021 | 08/2021 |
| Doordash | Edina | MN | 05/2022 | 08/2022 |
| Dallas Baptist University | Dallas | TX | 08/2022 | 06/2026 |
| Integrated Equity Management | Bloomington | MN | 05/2023 | 08/2023 |
| Integrated Equity Management | Bloomington | MN | 05/2024 | 08/2024 |
| Integrated Equity Management | Bloomington | MN | 05/2025 | 06/2026 |
| Commonwealth Financial Network | Waltham | MA | 06/2026 | Present |
| Integrated Equity Management | Bloomington | MN | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
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