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400 West Metro Park, Rochester, NY 14623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tollefson'S Retail Group | Eveleth | MN | 06/2009 | 05/2026 |
| Foresters Equity Services, Inc | Hibbing | MN | 01/2013 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Bridge Financial Services Group | Hibbing | MN | 03/2011 | Present |
| Roche Financial Education And Strategies Inc. | Hibbing | MN | 03/2011 | Present |
1) Roche Financial Education & Strategies, Inc., dba, investment related, 2022 1st ave, Hibbing, MN 55746, sales & service of life, health, disability, LTC and fixed annuities, began 03/2011 / 2)BRIDGE FINANCIAL SERVICES GROUP, dba, INVST RELATED; 2022 1ST AVE., HIBBING, MN 55746; SALES & SERVICE OF FIXED LIFE, HEALTH, DISABILITY, LTC, FIXED ANNUITY INS, 40 HRS; STARTED 03/2011 / 4)OWNER OF RENTAL PROPERTY (garage apt); NON-INVST RELATED 903 1/2 SOUTH 5th AVE, VIRGINIA, MN; RENTS OUT SPACE; STARTED 03/2010, COLLECT RENT & MAINTAIN PROPERTY; 1 HOUR PER WEEK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S66 | Uniform Combined State Law Examination | 2011-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-20 |
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