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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-16 |
Branch Locations
1741 Second Street Sw, Rochester, MN 55902 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities, Inc | Rochester | MN | 05/2013 | 01/2020 |
| Dba - Full Circle Financial | Rochester | MN | 05/2013 | 06/2022 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Ifc National Marketing | Coon Rapids | MN | 01/2020 | Present |
| Perry Diede | Rochester | MN | 05/2012 | Present |
1.) IFC NATIONAL MARKETING - INSURANCE AGENT - NON-VARIABLE INSURANCE - COON RAPIDS, MN - SINCE 01/2020 - INVESTMENT RELATED 2.) PERRY DIEDE - INSURANCE AGENT - NON-VARIABLE INSURANCE - ROCHESTER, MN - SINCE 05/2012 - INVESTMENT RELATED 3.) CATALYST FINANCIAL STRATEGIES, LLC - PRINCIPAL - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 02/2022 - INVESTMENT RELATED 4.) CATALYST FINANCIAL STRATEGIES, LLC - OWNER - PASS THROUGH LLC FOR TAX/PAYROLL - ROCHESTER, MN - SINCE 03/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-01 |
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