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4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-12-20 |
Branch Locations
3050 Wells Fargo Place 30 East 7Th Street, St. Paul, MN 55101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trunorth Wealth Partners | St Paul | MN | 07/2023 | 12/2024 |
| Land O'LAkes | Arden Hills | MN | 11/2018 | 07/2023 |
| Cwt | Minnetonka | MN | 05/2017 | 11/2018 |
| Beanstalk Revenue Management | Lakeville | MN | 06/2015 | 07/2017 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-21 |
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