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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-05-04 |
| TX | RA | APPROVED_RES | 2026-05-01 |
Branch Locations
1001 B Ave Suite 202, Coronado, CA 92118 • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • 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 |
|---|---|---|---|---|
| O'COnnor Capital Advisory, Llc | San Diego | CA | 06/2013 | 08/2021 |
| Cs Planning Corp. | Portland | OR | 06/2021 | 04/2026 |
| Seltun Financial Group, Llc | Coronado | CA | 06/2021 | 04/2026 |
| Advisory Solutions Group | Coronado | CA | 05/2026 | Present |
URBAN WOODS, LLC - CO-OWNER - COLUMBIA FALLS, MT. OWN AND OPERATE SMALL RENTAL CABINS IN MONTANA. 10 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-26 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-08 |
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