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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| MN | RA | APPROVED | 2026-01-23 |
Branch Locations
1710 New Brighton Blvd, Minneapolis, MN 55413 • United States
606 Washington Ave Se, Minneapolis, MN 55414 • United States
5075 Central Ave Ne, Columbia Heights, MN 55421 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Minneapolis | MN | 07/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Minneapolis | MN | 07/2023 | Present |
| North American Banking Company | Roseville | MN | 06/2022 | 06/2023 |
| Securian Financial | St. Paul | MN | 05/2022 | 06/2022 |
| Think Mutual Bank | Rochester | MN | 09/2014 | 03/2022 |
| Unemployed | Apple Valley | MN | 04/2022 | 04/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-12 |
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