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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2009 | 05/2019 |
| Questar Asset Management | Minneapolis | MN | 05/2009 | 05/2019 |
| The Leaders Group, Inc. | Littleton | CO | 09/2019 | 12/2025 |
| Truchoice | Minneapolis | MN | 05/2019 | Present |
| Usa Financial Securities | Ada | MI | 01/2026 | Present |
1.) TRUCHOICE- 400 Highway 169 South Suite 200 Minneapolis, MN 55426. Start date 05/05/2009. Senior Director of BD Strategic Partnerships, In charge of the broker/dealer relationships with TruChoice. Investment related. 160 hours per month devoted to business. 160 hours per month devoted during securities trading hours. 2.) INDEPENDENT INSURANCE AGENT - 2331 Dunsley Circle, Roseville, CA 95747 - Start date 03/15/2010. Life Insurance sales. Investment related. 2 hours per month devoted to business. 0 hours per month devoted during securities trading hours. 3.) ERIC LOAIZA - 2331 Dunsley Circle, Roseville, CA 95747. Start date 01/01/2026 - Assisting clients with their Medicare supplement needs. Not investment related. 4 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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