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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-11-07 |
| FL | RA | APPROVED | 2023-10-20 |
| NM | RA | APPROVED | 2023-10-20 |
| VA | RA | APPROVED | 2023-10-20 |
| WI | RA | APPROVED | 2023-10-20 |
| MN | RA | APPROVED | 2019-01-25 |
| TX | RA | APPROVED_RES | 2019-01-24 |
Branch Locations
539 Bielenberg Dr - Suite 100, Woodbury, MN 55125 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | St Paul | MN | 03/2008 | 01/2019 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 01/2019 | Present |
Neighbors Inc. - non/profit/not investment related - 222 Grand Avenue St Paul MN, 55075, Treasurer, - review orgs financial and receipts with President/CEO and two additional board members. Not a singular signor. Started 06-2020, 8 -10 hours a month not during trading hours). No BD clients involved. Neighborhood food-shelf also providing transportation. Black Oak Lake Preservation - non/profit/not investment related - Land-O-Lakes, WI, Treasurer, collect fees/work with the President as needed/pay vendors. Not a singular signor. Started 07-2023, 2-3 hours a month not during trading hours. No BD clients involved. Volunteer position dedicated to focusing on water quality and enhancing recreational features.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-17 |
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