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Portland, OR • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-27 |
| MN | RA | APPROVED | 2023-06-27 |
| OR | RA | APPROVED | 2023-06-27 |
| TX | RA | APPROVED | 2023-06-27 |
| WA | RA | APPROVED | 2023-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keaton Shinn Llc | Saint Paul | MN | 03/2020 | 02/2022 |
| University Of Minnesota | Minneapolis | MN | 10/2020 | 10/2021 |
| Bethel University | Saint Paul | MN | 08/2016 | 05/2020 |
| Bethel University | Saint Paul | MN | 06/2018 | 08/2019 |
| Joe's Cafe | Santa Barbara | CA | 06/2016 | 08/2017 |
| Aluman Financial | Saint Paul | MN | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-12 |
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