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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-31 |
Branch Locations
11 Bridge Square, Northfield, MN 55057 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carlson Capital Management | Bloomington | MN | 07/2021 | 03/2025 |
| St. Paul Academy And Summit School | St. Paul | MN | 09/2013 | 05/2017 |
| St. Olaf College | Northfield | MN | 07/2017 | 05/2021 |
| Sequoia Financial Group, Llc | Akron | OH | 03/2025 | Present |
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