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6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-26 |
Branch Locations
7900 International Drive, Suite 300, Bloomington, MN 55424 • United States
6160 Warren Parkway Suite 100, Frisco, TX 75034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Valley Country Club | Bloomington | MN | 03/2017 | 08/2022 |
| Minnesota Valley Country Club | Bloomington | MN | 08/2018 | 08/2022 |
| Mystic Lake Casino & Hotel | Prior Lake | MN | 10/2019 | 03/2020 |
| Pathway Ventures Llc | Fargo | MN | 02/2023 | 06/2024 |
| North Dakota State University | Fargo | ND | 07/2022 | 04/2024 |
| Kingstone Capital Partners Texas, Llc | Frisco | TX | 05/2022 | 05/2024 |
| Kingstone Capital Partners Texas, Llc | Frisco | TX | 06/2024 | Present |
| N/A | Bloomington | MN | 06/2014 | 03/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
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