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2 Fulton St W, Grand Rapids, MI 49503 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-02-26 |
| MN | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
Minneapolis, MN • United States
2 Fulton St W, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Communitas Financial Planning Pbc | San Francisco | CA | 04/2024 | 11/2024 |
| Ecolab | St. Paul | MN | 06/2016 | 10/2022 |
| Both/And Finance | Minneapolis | MN | 11/2022 | Present |
| University Of Minnesota | Minneapolis | MN | 08/2013 | 06/2017 |
| Revalue | Ypsilanti | MI | 11/2024 | Present |
Since November 2022, the individual has served as Founder of Both/And Finance, a Minneapolis-based financial education and philanthropic coaching firm. The role is not investment-related and involves 0-5 hours per week, occasionally during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-21 |
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