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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-23 |
Branch Locations
3601 Minnesota Drive Suite 430, Edina, MN 55435-9878 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal | Minnetonka | MN | 03/2024 | 09/2025 |
| First International Bank And Trust | Edina | MN | 11/2018 | 04/2024 |
| Kfgo/Midwest Communcations | Fargo | ND | 06/2019 | 06/2021 |
| Kbmw/I3G Media Llc | Wahpeton | ND | 08/2018 | 08/2020 |
| Natural Creations | Plymouth | MN | 05/2018 | 08/2018 |
| Big Ervs Bar And Grill | Horace | ND | 05/2016 | 09/2018 |
| Charles Schwab & Co., Inc. | Edina | MN | 09/2025 | Present |
| Charles Schwab Bank, Ssb | Edina | MN | 09/2025 | Present |
1) Yagco LLC | Investment Related:No|400 Elevator St,|Agriculture/Forestry/Fishing|Partner|2019-03-27|Less than 20|0|I am a limited partner in a grain elevator. I am not involved in any day-to-day operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-27 |
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