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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-11-07 |
Branch Locations
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
301 Carlson Parkway, Suite 140, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arh Financial Llc | Burnsville | MN | 05/2021 | Present |
| Harwood Property Adv Llc | Burnsville | MN | 03/2020 | 05/2021 |
| Fairview Health Services | Minneapolis | MN | 10/2011 | 02/2020 |
| Dsb Rock Island Wealth Management | Edina | MN | 11/2025 | Present |
Managing Member and Partner BrewTown Capital LLC Established 09/2020 for the purpose of investment real estate purchase (rentals) Address: 111 E. Wisconsin Ave, Suite 1400, Milwaukee, WI 53202 hours/month: <5hrs Member and Partner BlueSky Capital LLC Established 03/2022 for the purpose of investment real estate purchase (rentals) Address: 14588 Summit Shores Drive, Burnsville, MN 55306 hours/month: <2hrs Member and Partner H&F Rental Homes LLC Established 06/2013 for the purpose of investment real estate purchase (rentals) Address: 2800 E. Enterprise Ave, STE 333, Appleton, WI 54913 hours/month: <5hrs President/Proprietor Superior Assets LLC Established 06/2020 for the purpose of real estate investment and management services Address: 30 N. Gould St, STE 1884, Sheridan, WY 82801 hours/month: <2hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-12 |
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