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345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-07-01 |
Branch Locations
345 Kinderkamack Road, Suite B, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 06/2016 | 02/2018 |
| Lpl Financial Llc | Waconia | MN | 02/2018 | Present |
| Fortis Group Advisors, Llc | Waconia | MN | 06/2020 | Present |
1. 02/14/2018 - Cornerstone Asset Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 6/17/16 - 50 Hours Per Month/32.5 During Securities Trading. 2. 8/16/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non Variable Insurance Trails Only - Started 07/30/2018 - 0 Hours Per Month. 3. 9/6/2019 - Waconia ISD 110 - Not Investment Related - 1650 Community Drive Waconia, MN 55387 - Other-Coach - Start Date: 11/25/2019 - 40 Hours Per Month During Securities Trading - Waconia High School Boys Swim Coach.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-12 |
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