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13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-02 |
Branch Locations
Forest Lake, MN • United States
13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self-Employed Insurane Agent | Forest Lake | MN | 01/1993 | Present |
| Wings Financial Credit Union | Forest Lake | MN | 12/2016 | 07/2017 |
| Allstate Insurance | Auburn Hills | MN | 08/2017 | 07/2019 |
| Virtue Capital Management, Llc | Brentwood | TN | 02/2022 | 10/2022 |
| Gradient Advisors Llc | Arden Hills | MN | 10/2022 | 05/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | Present |
NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/1993 APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
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