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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-08-12 |
| TX | RA | APPROVED | 2024-08-07 |
| OR | RA | APPROVED | 2023-10-19 |
| SC | RA | APPROVED | 2023-10-19 |
| WI | RA | APPROVED | 2023-10-19 |
| MN | RA | APPROVED | 2016-05-12 |
Branch Locations
539 Bielenberg Dr - Suite 100, Woodbury, MN 55125 • United States
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 04/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-21 |
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