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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2021-06-21 |
Branch Locations
710 31St Ave Sw Suite 3, Minot, ND 58701 • United States
125 Slate Drive Suite 5, Bismarck, ND 58503 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Minot | MN | 11/2013 | Present |
| Massmutual Life Insurance Company | Minot | MN | 10/2013 | Present |
(1) NAME: JOHN E CARLSON INV REL: Y ADD: 710 31ST AVE SW SUITE #2 MINOT, ND 58701 NATURE: LIFE, HEALTH AND P&C INSURANCE SALES POSITION: SALES, OWNERSHIP START DATE: 08/01/2014 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 1 (2) NAME: 710 31ST AVE BUILDING LLC INV REL: Y ADD: 710 31ST AVE SW SUITE # 3 MINOT, ND. 58701 NATURE: REAL ESTATE POSITION: OWNERSHIP START DATE: 12/28/2018 NO. HR/MO: 1.5 NO. HR/MO DURING SEC TRADING: 0 (3) NAME: JOHN E. CARLSON INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OWNERSHIP OF BUSINESS INTERESTS: PINNACLE TAX OWNER OF DAVID HANCE CPA & MICHAEL ORVIK CPA POSITION: OWNER START DATE: 08/01/2022 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PASSIVE OWNERSHIP (4) NAME: PINNACLE EMPLOYEE BENEFITS LLC INV REL: Y ADDR: 1660 HIGHWAY 100 S, SUITE 534, MINNEAPOLIS, MN 55416 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 12/31/2023 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DUTIES: LIFE, DISABILITY, PROPERTY AND CASUALTY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH, EMPLOYEE BENEFITS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-30 |
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