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Two Meridian Crossings, Suite 400, Minneapolis, MN 55423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-05 |
| WA | RA | APPROVED | 2023-01-23 |
Branch Locations
Two Meridian Crossings, Suite 400, Minneapolis, MN 55423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Financial Services, Inc | Minot | ND | 12/2013 | 12/2016 |
| Elite Investment Team, Llc | San Diego | CA | 10/2018 | 02/2020 |
| Nepsis Advisor Services, Inc. | Golden Valley | MN | 12/2016 | 02/2020 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 02/2020 | 01/2022 |
| Nepsis, Inc. | Minneapolis | MN | 01/2022 | Present |
1) FIXED INSURANCE THROUGH VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED, SEATTLE, WA, DATE 32 HOURS PER MONTH DEVOTED, 16 HOURS PER MONTH DEVOTED DURING SECURITIES TRADING HOURS 2) INNOVATIVE INCOME CONSULTING, NOT INVESTMENT RELATED 60 S 6TH ST SUITE 2800 MINNEAPOLIS MN 55402, NATURE, RELATIONSHIP/BUSINESS CONSULTING WITH CPA'S AND ATTORNEY.POSITION, CEO, START DATE 01/01/2015 WITH 20 HOURS PER MONTH AND 5 HOURS DURING TRADING, I WILL BE WORKING WITH PRIMARILY CPA'S WHO ARE OPEN TO BUILDING STRONGER RELATIONSHIPS WITH THEIR BEST BUSINESS OWNER AND EXECUTIVE CLIENTS, I WILL BE TEACHING THE CPA'S A PROCESS FOR GETTING CLOSE TO THEIR CLIENTS WHICH WILL ENABLE THEM TO DELIVER MAXIMUM VALUE TO THEIR MOST IMPORTANT CLIENT RELATIONSHIPS IN ORDER TO EXPAND IN THEIR CHOSEN MARKETPLACE AND ULTIMATELY CREATE ORGANIC GROWTH FOR THEIR PRACTICE AND SPEND MORE TIME WITH THEIR A CLIENTS AND LESS TIME WITH THEIR B&C CLIENTS. DBA INNOVATIVE INCOME STRATEGIES, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-13 |
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