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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life Securities, Inc. | Mankato | MN | 05/2016 | 11/2023 |
| Bankers Life | North Mankato | MN | 11/2010 | 11/2023 |
| Bankers Life Advisory Services, Inc | Eagan | MN | 05/2020 | 11/2023 |
| Woodbury Financial Services Inc | Faribault | MN | 12/2023 | 01/2024 |
| Osaic Wealth, Inc. | Faribault | MN | 01/2024 | Present |
1. RENTAL PROPERTY POSITION: Owner of property NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2020 ADDRESS: 5540 S 28th Ave, Minneapolis MN 55417, United States DESCRIPTION: Property at 5540 S 28th St Minneapolis MN . Owned by myself and spouse. Fully rented with conventional mortgage also in personal name. My spouse manages the property. She is a Realtor. 2. VERITAS INSURANCE ADVISORS POSITION: OWNER NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 10 START DATE: 11/01/2023 ADDRESS: 18995 EUCLID PATH, FARMINGTON MN 55024, United States DESCRIPTION: INSURANCE AGENCY FOCUSED ON MEDICARE PLAN SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-09 |
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