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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-07-15 |
| TX | RA | APPROVED_RES | 2025-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Whitesell Financial Group | Rapid City | SD | 11/2007 | 10/2020 |
| Commonwealth Financial Network | Waltham | MA | 11/2007 | 07/2025 |
| Skyline Wealth Management Advisors | Rapid City | SD | 11/2020 | 07/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 07/2025 | Present |
| Maj Llp | Rapid City | SD | 07/2025 | Present |
| Jarej Financial Corporation | Rapid City | SD | 05/2008 | Present |
| Point Wealth Advisors | Rapid City | SD | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: RAPID CITY STEVENS HIGH SCHOOL QUARTERBACK CLUB; INVESTMENT RELATED: NO; ADDRESS: RAPID CITY, SD 57702; NATURE OF BUSINESS: HIGH SCHOOL QUARTERBACK CLUB; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT AND INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: OVERSEE THE ACTIVITIES OF THE SHSQBC; 2. NAME OF OTHER BUSINESS: JAREJ FINANCIAL CORPORATION; INVESTMENT RELATED: Yes; ADDRESS: RAPID CITY, SD 57702; NATURE OF BUSINESS: S-CORP FOR LEGAL, TAX, MARKETING, REVENUE, EXPENSES; START DATE: 05/2008; POSITION/TITLE/RELATIONSHIP: PRESIDENT AND DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: S-CORP FOR LEGAL, TAX, MARKETING, REVENUE, EXPENSES; 3. NAME OF OTHER BUSINESS: POINT WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PARTNERING WITH POINT WEALTH ADVISORS AS A PRODUCING ADVISOR; 4. NAME OF OTHER BUSINESS: MAJ LLP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MARKETING AND LEGAL REQUIREMENTS; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: PARTNER; APX NUMBER OF HOURS PER WEEK: NONE; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PARTNER WITH BROADHEAD LLC TO MARKET POINT WEALTH ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-07 |
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