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Current Employers
Intellicents Investment Solutions Inc

100 North Broadway, Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-03-21
MN RA APPROVED 2016-08-16
  • TX RA
    APPROVED_RES
    Since 2017-03-21
  • MN RA
    APPROVED
    Since 2016-08-16

Branch Locations

100 North Broadway, Albert Lea, MN 56007 • United States

8200 Commonwealth Drive Suite 200, Eden Prairie, MN 55344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intellicents Investment Solutions Inc Albert Lea MN 08/2016 Present
Cetera Advisors Denver CO 12/2016 08/2018
Mutual Securities, Inc. Camarillo CA 08/2018 Present
Previous Registrations
Other Businesses

1. INTELLICENTS INVESTMENT SOLUTIONS, INC. START DATE: 8/15/2016, 100 NORTH BROADWAY, 1ST FLOOR, ALBERT LEA, MN 56007, CORPORATION, RIA, ADVISOR, AGENT RECOMMEND MANAGED INVESTMENT SOLUTIONS TO CLIENTS THAT HAVE THE NEED, ALSO, MARKET INSURANCE PRODUCTS SUCH AS LIFE, LTC, FIXED ANNUITIES, INVESTMENT RELATED, 80 HOURS PER MONTH, 4 HOURS PER DAY DURING TRADING HOURS. 2. RENTAL PROPERTY, START DATE: 05/2016, 13340 FLAGSTAFF AVENUE, APPLE VALLEY, MN 55124, LANDLORD, PROPERTY OWNER, MANAGE RENTAL PROPERTY INCLUDING MANAGING RENTERS AND MAINTENANCE, NOT INVESTMENT RELATED, 1 HOUR PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS. 3. BOS Investments, LLC., Start Date: 06/14/2019, 4806 Rutledge St, Prior Lake, MN 55372, Rental Property - 1758 Dayton Ave, St Paul, MN 55104, Owner/Partner 1/6 ownership, Managing tenants of rental property, upkeep of property, collecting rent and paying expenses related to the property, Not Investment Related, 3 hours per month, .1 hour per day during trading hours. 4. Independent Insurance Agent, Start Date: 03/01/2019, 500 Marschall Rd., Ste. 200, Shakopee, MN 55379, LLC, Insurance Sales, Licensed Broker/Insurance Agent, Selling Fixed Insurance solutions as part of the financial planning process, Not Investment Related, 10 Hours per month, 10 Hours per day during trading hours. 5. Prior Lake Mariners Treasurer, Start Date: 05/07/2024, 13952 Nevada Ave., Savage, MN 55378, Prior Lake Mariners Treasurer, Treasurer, Paying Leagues dues and expenses like umpires, collecting fees from players to play and any sponsorship funds, Not Investment Related, 1 Hour per month, 1 Hour per day during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-12
  • S66 Uniform Combined State Law Examination
    2004-11-12
Designations

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