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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 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 | 04/2015 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 05/2015 | 08/2023 |
| Allied Wealth Partners | Parsippany | NJ | 05/2015 | Present |
| Cetera Wealth Services, Llc | Parsippany | NJ | 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: 2 SECURITIES TRADING HOURS: 2 START DATE: 05/01/2015 ADDRESS: , Parsipanny NJ , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-10 |
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