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955 West Main Street, Abingdon, VA 24210-2427 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-11-29 |
Branch Locations
955 West Main Street, Abingdon, VA 24210-2427 • United States
600 Inwood Avenue N Suite 200, Oakdale, MN 55128 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 03/2007 | 12/2017 |
| Lpl Financial Llc | Bloomington | MN | 12/2017 | 04/2022 |
| Personal Wealth Partners, Llc | Bloomington | MN | 12/2017 | 04/2022 |
| Unemployed | Woodbury | MN | 04/2022 | 08/2022 |
| Concord Wealth Partners | Woodbury | MN | 08/2022 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 02/2023 | Present |
1) Concord Wealth Partners. Investment-related. At registered location. RIA. Financial Advisor. Start: 08/2022. 200 hrs/month; all during trading hours. Financial Advisor. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start: 06/2006. 4 hrs/month; all during trading hours. Sales of fixed / traditional insurance. 3) Notary Public. Not investment related. Located at 9490 Compass Pint Road, Woodbury, MN 55129. Notary. Start: 12/2017. 1 hr/month; all during trading hours. Notarizing documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
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