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7760 France Avenue South Suite 155, Bloomington, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-09 |
| MN | RA | APPROVED | 2020-02-28 |
Branch Locations
7760 France Avenue South Suite 155, Bloomington, MN 55435 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Edina | MN | 05/2009 | 12/2017 |
| Triad Advisors | Norcross | GA | 12/2017 | 07/2020 |
| Triad Hybrid Solutions | Norcross | GA | 12/2017 | 07/2020 |
| Northstar Wealth Management, Inc. | Bloomington | MN | 11/2019 | Present |
| Wells Fargo Advisors Financial Network, Llc | St. Louis | MO | 07/2004 | 12/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | Present |
1)Northstar Wealth Management,Inc;investment related;7760 France Ave S,Suite 155,Bloomington,MN 55435;corporate structure for investment business;CEO;1/24/2009;40 hrs/month;6.5 hrs during trading;investment advisor services for clients 2)Divorce Strategies Group,Inc;not investment related;7760 France Ave S,Suite 155,Bloomington,MN 55435;certified divorce financial analyst;CDFA;7/2016;20 hrs/month;1 hr during trading;financial tracing,life style analysis,financial neutral,expert witness 3) PKS Financial. Investment related. Located at 80 State Street, Albany NY 12207. Fixed/Traditional Insurance. Title is Agent. Started July 2020. 20 hrs/mo devoted - 0 during trading. duties are sales of fixed/traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-07 |
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