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Current Employers
Lottsa Financial Services, Inc.

400 19Th Ave. So., Minneapolis, MN 55454 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-11-06
MN RA APPROVED 2014-01-21
  • TX RA
    APPROVED_RES
    Since 2023-11-06
  • MN RA
    APPROVED
    Since 2014-01-21

Branch Locations

400 19Th Ave. So., Minneapolis, MN 55454 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lottsa Tax & Accounting Services Minneapolis MN 06/1982 Present
Lottsa Financial Services, Inc. Minneapolis MN 01/2001 Present
Other Businesses

1.) LOTTSA TAX AND ACCOUNTING SERVICES,NOT INVESTMENT-RELATED, 400 19TH AVE., SO. MINNEAPOLIS, MN 55454, PRESIDENT, SINCE 6/1982, BUSINESS AND PERSONAL TAX PREPARATION, FULL-TIME, MUCH OF THE WORK IS PERFORMED DURING 'TRADING HOURS', MEET CLIENTS, PROOF STAFF WORK, ADVISE ON ISSUES AND MANAGE THE BUSINESS. 2.) TRIANGLE BUILDING PARTNERSHIP, LLP, 2 PERSON PARTNERSHIP THAT OWNS THE BUILDING FROM WHICH BOTH LOTTSA COMPANIES OPERATE. I AM A 83.33% PARTNERSHIP OWNER AND MANAGING PARTNER, THE BUSINESS COLLECTS RENTS, PAYS BILLS, AND MAINTAINS THE PROPERTY, REQUIRES 1-2 HOURS PER MONTH.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-24
  • S66 Uniform Combined State Law Examination
    2000-10-24
Designations

View on SEC IAPD

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