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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 04/2014 | 08/2023 |
| Allied Wealth Partners | New York | NY | 04/2014 | Present |
| Securian Financial Services, Inc | St Paul | MN | 04/2014 | 08/2023 |
| Thomas Claro | Brooklyn | NY | 01/1999 | 11/2017 |
| Cetera Wealth Services, Llc | New York | NY | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2014 ADDRESS: , New York NY , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-01 |
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