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7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-07-28 |
| NM | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED | 2025-02-27 |
| MN | RA | APPROVED | 2023-11-15 |
Branch Locations
7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Md Financial / Vestment Financial | Chanhassen | MN | 05/2023 | Present |
| Roseville Area High School | Roseville | MN | 09/2015 | 05/2019 |
| North Oaks Financial Group | North Oaks | MN | 01/2022 | 05/2023 |
| Gustavus Adolphus College | St. Peter | MN | 09/2019 | 05/2023 |
| City Of Roseville | Roseville | MN | 06/2018 | 09/2023 |
| Unemployed | Roseville | MN | 05/2019 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-15 |
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