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9635 Maroon Circle Suite 100, Englewood, CO 80112 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-05 |
| TX | RA | APPROVED_RES | 2010-03-06 |
| CA | RA | APPROVED | 2003-06-27 |
Branch Locations
Laguna Beach, CA • 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 |
|---|---|---|---|---|
| Center Financial | Austin | MN | 02/1980 | Present |
| Geneos Wealth Management | Denver | CO | 06/2003 | Present |
| Ever Bank | Austin | MN | 11/2004 | 05/2021 |
1) DBA:OWNER OF CENTER FINANCIAL LOCATED @ BRANCH LOCATION. 2) OWNER OF CENTER DESIGNS-MAKE GIFT BASKETS LOCATED @ 2111 4TH DRIVE SW AUSTIN MN 55912. 3) INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE CARRIERS FOR FIXED ONLY. 4) NOTARY PUBLIC. 5) OC SPARKLE-OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-31 |
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