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9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-05-20 |
Branch Locations
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Woodbury, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Advisors, Llc Dba Stoneford Advisors | Casper | WY | 05/2026 | Present |
| Woodbury High School | Woodbury | MN | 09/2016 | 06/2020 |
| Dairy Queen | Maplewood | MN | 08/2017 | 06/2019 |
| Pizza Hut | Woodbury | MN | 03/2018 | 08/2020 |
| Doordash | Minneapolis | MN | 11/2019 | 05/2023 |
| Unniversity Of Minnesota - Carlson School Of Management | Minneapolis | MN | 09/2020 | 12/2023 |
| Giulia | Minneapolis | MN | 07/2022 | 06/2025 |
| Stoneford Partners | Minneapolis | MN | 06/2023 | 08/2023 |
| Innovative Planning Group | Woodbury | MN | 05/2024 | 05/2026 |
| Lpl Financial Llc | Woodbury | MN | 05/2024 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-08-15 |
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