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Account
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1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-06-26 |
Branch Locations
St. Louis Park, MN • United States
1800 Alexander Bell Drive Suite 510, Reston, VA 20191 • United States
105 Westpark Drive Suite 370, Brentwood, TN 37027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Minnetonka | MN | 06/2023 | 09/2023 |
| Fidelity Investments | Minnetonka | MN | 06/2022 | 08/2022 |
| Justtakeaction | Duluth | MN | 11/2021 | 05/2023 |
| Activekidsassociation | Blaine | MN | 03/2020 | 09/2021 |
| Isd 12 | Lino Lakes | MN | 07/2018 | 03/2020 |
| Fleet Farm | Blaine | MN | 06/2017 | 05/2018 |
| Walmart | Circle Pines | MN | 10/2016 | 04/2017 |
| Unemployed | N/A | MN | 01/2013 | 09/2016 |
| The Advocate Group, Llc | Minnetonka | MN | 09/2023 | Present |
| The Burney Company | Reston | VA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
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