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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-08-08 |
| TX | RA | APPROVED | 2023-08-04 |
Branch Locations
14091 Baxter Drive Suite 104 [Satellite], Baxter, MN 56425 • United States
210 Highway 2 West Suite 8 [Satellite], Devils Lake, ND 58301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bremer Bank | Devils Lake | ND | 09/2009 | 08/2023 |
| Raymond James Financial Services | Devils Lake | ND | 08/2009 | Present |
| Raymond James Financial Services Advisors Inc. | Devils Lake | ND | 08/2009 | 08/2023 |
| Specific Solutions Bga | Devils Lake | ND | 05/2017 | 11/2017 |
| Hallett Financial | Devils Lake | ND | 03/2018 | 08/2019 |
1) BREMER BANK - 424 5th St. NE, Devils Lake, MN. Bank or Credit Union Associate, 09/30/2009. Other, I/R: Yes, HPM: 81+, 81+ HPM DURING TRADING HOURS. DOD: Employer is Bank, role is RJF Advisor 2) Bremer Investments Address: 424 5th St NE, Devils Lake, ND Activity Type:: Support Company/DBA (Non-Owner) Position/Title: Other Investment Related:No Start Date: 01/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor. 3.Name of Business : Power of Attorney for my Mother Address: Virden, Other Nature of the Business: POA/Personal Representative Position/Title: POA/Personal Representative Investment Related:Yes Start Date: 04/20/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: On demand POA document to represent my mother's interests when needed. CAPSTONE FINANCIAL GROUP LLC; INV RELATED; DEVILS LAKE, ND; 33.34% OWNERSHIP; START 08/04/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE. BLUEWING CAPITAL LLC; INV RELATED; DEVILS LAKE, ND; 100% OWNERSHIP; START 08/04/2023; 0 HOURS PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-17 |
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