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135 S Main St Suite 600, Greenville, SC 29601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-04-03 |
Branch Locations
135 S Main St Suite 600, Greenville, SC 29601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibm | Rochester | MN | 02/2007 | 10/2017 |
| Lifeplan Financial, Llc | Mankato | MN | 12/2013 | 01/2025 |
| Red Wing Aeroplane Company | Bay City | WI | 10/2017 | 02/2019 |
| Wse Massey Engineering & Surveying, Ltd. | Rochester | MN | 03/2019 | 03/2023 |
| Henle Prep Workbooks (Dba Latin Prep Resources) | Rochester | MN | 07/2017 | Present |
| Klein Aviation Services, Llc | Rochester | MN | 04/2022 | Present |
| Flexjet, Llc | Rochester | MN | 01/2023 | Present |
| Sole Proprietorship Dba Kingdom Consulting Services | Rochester | MN | 01/2023 | 12/2023 |
| The Fiduciary Alliance | Greenville | SC | 04/2025 | Present |
1) FlexJet, LLC; Rochester, MN; Professional Pilot; Non-investment related; Up to 40 hours per work that can include trading hours; 2) Klein Aviation Services, LLC; Rochester, MN; Contractor Pilot Services; Pilot and Owner; Non-investment related; April 2022 - Present; Approximately 4 hours per month outside of trading hours. 3) Henle Prep Workbooks; Volunteer website design; Non-investment related; 7/2017 - present; Approximately 2 hours per month outside of trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2003-09-09 |
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