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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-26 |
| MN | RA | APPROVED | 2026-03-16 |
Branch Locations
Minneapolis, MN • United States
7740 France Ave South, Edina, MN 55435-5847 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors Llc | Minneapolis | MN | 12/2023 | 05/2024 |
| Minneapolis United Soccer Club | Minneapolis | MN | 08/2022 | 02/2026 |
| O'sHaugnessey Distilling | Minneapolis | MN | 04/2022 | 08/2022 |
| Eagan Wave Soccer Club | Eagan | MN | 01/2021 | 08/2022 |
| Guavas Cuban Cafe | Minneapolis | MN | 05/2019 | 08/2019 |
| Houlihans Restuarant | Richfield | MN | 01/2018 | 08/2018 |
| University Of Minnesota - Twin Cities | Minneapolis | MN | 01/2019 | 08/2023 |
| North Park University | Minneapolis | MN | 08/2018 | 12/2018 |
| Minneapolis Washburn High School | Minneapolis | MN | 08/2014 | 06/2018 |
| Falcon Financial Group - Michael Ihrkw | Rochester | MN | 06/2023 | 12/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2024 | 01/2025 |
| Advisornet Financial | Minnetonka | MN | 07/2024 | 01/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | 01/2025 |
| Fidelity Investments | Edina | MN | 02/2026 | Present |
| Thrivent | Minneapolis | MN | 09/2025 | 01/2026 |
OBA-127388|OrgNmn:Minneapolis United Soccer club|Org Addr:Minneapoli,Minnesota,US|OBA Nature:Youth soccer club|Invst Rel:N|Title:Employee|Duties:Coach youth soccer|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-15 |
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