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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-30 |
| MN | RA | APPROVED | 2014-01-30 |
Branch Locations
1201 Pacific Ave Suite 600, Tacoma, WA 98402 • United States
10800 Lyndale Avenue S., Suite 355, Bloomington, MN 55420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Minneapolis | MN | 09/2014 | Present |
INDEPENDENT INSURANCE AGENT POSITION: INDEPENDENT INSURANCE AGENT NATURE: FIXED INSURANCE INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/07/2015 ADDRESS: 10800 Lyndale Ave So #200, Bloomington MN 55420, United States DESCRIPTION: SALE OF FIXED INSURANCE PRODUCTS. TWIN PINES FINANCIAL POSITION: CO-OWNER NATURE: FINANCIAL SERVICES/DBA INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/05/2016 ADDRESS: 10800 Lyndale Ave So #200, Bloomington MN 55420, United States DESCRIPTION: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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