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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-04-28 |
Branch Locations
1515 Central Parkway, Suite 180, Eagan, MN 55121 • United States
1515 Central Parkway Suite 180, Eagan, MN 55121 • United States
538 Preston Avenue, Meriden, CT 06450-4858 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Woodbury | MN | 02/2010 | 05/2019 |
| Usadvisors Wealth Management, Llc | Two Harbors | MN | 03/2016 | 11/2016 |
| Securities America Advisors | Woodbury | MN | 11/2016 | 05/2019 |
| Wells Fargo Clearing Services, Llc | Edina | MN | 10/2023 | 04/2026 |
| Wells Fargo Bank, Na | Edina | MN | 10/2023 | 04/2026 |
| Realty Group | Woodbury | MN | 01/2020 | 10/2023 |
| Unemployed | Woodbury | MN | 05/2019 | 01/2020 |
| Osaic Institutions | Eagan | MN | 04/2026 | Present |
| Alerus | Eagan | MN | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-22 |
| S66 | Uniform Combined State Law Examination | 2003-10-10 |
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