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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-12 |
Branch Locations
Eden Prairie, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St. Paul | MN | 04/2016 | 12/2022 |
| Securian Financial Service Inc | St. Paul | MN | 04/2016 | 12/2022 |
| The Standard | St. Paul | MN | 01/2023 | 07/2024 |
| Wellth Advisory Services, Llc | Shorewoord | IL | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-01 |
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