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14221 Dallas Parkway Suite 100, Dallas, TX 75254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-03-06 |
| AZ | RA | APPROVED | 2024-02-06 |
| ND | RA | APPROVED | 2024-02-06 |
| MN | RA | APPROVED | 2024-02-05 |
| CO | RA | APPROVED | 2024-02-02 |
| KS | RA | APPROVED | 2024-02-02 |
| SD | RA | APPROVED | 2024-02-02 |
| IA | RA | APPROVED | 2024-01-12 |
| CA | RA | APPROVED | 2024-01-10 |
| TX | RA | APPROVED_RES | 2024-01-10 |
Branch Locations
6045 South Louise Avenue Suite 201, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Mutual Life Insurance | Sioux Falls | SD | 05/1998 | 08/2019 |
| Princor Financial Services Corporation | Sioux Falls | SD | 05/1998 | 08/2019 |
| Lpl Financial Llc | Sioux Falls | SD | 08/2019 | 06/2022 |
| Visionpoint Advisory Group, Llc | Sioux Falls | SD | 08/2019 | Present |
| Principal Securities, Inc. | Siouc Falls | SD | 07/1998 | 08/2019 |
| Purshe Kaplan Sterling Investment | Albany | NY | 06/2022 | Present |
1) Fuse Partners LLC dba VisionPoint Advisory Group 2. Investment Related - Yes 3. 6045 S Louis Ave Ste 201 Sioux Falls, SD 57108 USA 4. RIA 5. Partner/ Investment Advisor Representative 6. 08/2019 7. 180 hrs 8. 180 hrs 9. Financial Advisors 2) Fixed Insurance 2. Investment Investment - Yes 3. 6045 S Louis Ave Ste 201 Sioux Falls, SD 57108 4. Fixed / Traditional Insurance 5. Agent 6. 01/2020 7. 5 hrs 8. 5 hrs 9. Sales of Fixed / Traditional Insurance Products 3) Lion Street 2. Investment Related - Yes 3. at reported business location 4. Non- variable insurance 5. Insurance Sales 6. 01-01-2020 7. 5 hrs 8. 5 hrs 9. Insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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