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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prideaux Group | Edina | MN | 06/1999 | Present |
| Voya Financial Advisors, Inc. | Edina | MN | 10/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Prideaux Agency, Inc.; No; 4930 LINCOLN DRIVE; EDINA; MN; 55436; Insurance Agency; Independent Insurance Agent; 6/1/1999; 40; 40; Sales and Service of Fixed Insurance Products|NAME OF ENTITY:Lincoln Wealth Management; No; 4930 LINCOLN DRIVE; EDINA; MN; 55436; DBA securities and investment; Representative; 10/1/2014; 160; 160; sales of fixed insurance|NAME OF ENTITY: Independent Insurance Agent; Yes; 4930 LINCOLN DRIVE; EDINA; MN; 55436; Fixed Insurance Sales; Independent Insurance Agent; 10/15/2014; 40; 40; Sales of Fixed Insurance Products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-30 |
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