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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2019-03-25 |
Branch Locations
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
1 North Main Street Suite 401, Minot, ND 58703 • 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 |
|---|---|---|---|---|
| City Of Minot Renaissance Zone Review Board | Minot | ND | 02/2008 | 08/2018 |
| Capital Financial Services, Inc | Minot | ND | 02/2015 | 03/2019 |
| Curb 2 Curb | Henderson | NV | 08/2015 | 08/2018 |
| American Independent Securities Group, Llc | Eagle | ID | 03/2019 | Present |
1. Alpha Financial Group 1 North Main Street Suite 401 - Minot ND 58703, yes investment related. Nature Selling of fixed insurance products such as life, disability, long term care and annuities. Position owner/producer start date 02/13/2015. 20 hours per month 15 during trading hours. Duties Meeting with prospects to sell insurance products as part of a financial planning approach, Service existing clients insurance products. 2. Alpha One Properties, LLC 2616 18th St NW Minot ND 58703, non-investment related. LLC established to own a commercial building used for income producing real estate. Start Date 12/31/2025; 10 hours per month, 2 during market hours. Minot Optimist Club. Grand Hotel, Minot, ND. Club President effective 10/4/23 for one year term. Not investment related. listed as a signer for checks and debit cards, meeting 4 hours during trading hours/mo. No compensation. Start date 9/30/2020. Minot Housing Authority - Board Member, Not investment related, 0 hours during trading w/ meetings once a month, No compensation, with start date of 11/7/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-03 |
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