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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-20 |
| WI | RA | APPROVED | 2023-10-20 |
| CA | RA | APPROVED | 2023-10-19 |
| NC | RA | APPROVED | 2023-10-19 |
| IL | RA | APPROVED | 2022-07-29 |
| MN | RA | APPROVED | 2022-07-29 |
| TX | RA | APPROVED | 2022-07-29 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Colliers Securities Llc | Minneapolis | MN | 09/2008 | 07/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-07 |
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