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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-03 |
| AZ | RA | APPROVED | 2025-03-17 |
| IL | RA | APPROVED | 2025-03-14 |
| OR | RA | APPROVED | 2025-03-01 |
| IA | RA | APPROVED | 2025-02-28 |
| CA | RA | APPROVED | 2025-02-27 |
| CO | RA | APPROVED | 2025-02-27 |
| SC | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED_RES | 2025-02-27 |
| WA | RA | APPROVED | 2025-02-27 |
| WI | RA | APPROVED | 2025-02-27 |
| NY | RA | APPROVED | 2024-05-23 |
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
11599 Robinson Dr., Nw, Coon Rapids, MN 55433 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Educators Financial | Cambridge | MN | 03/2008 | Present |
| Advanced Advisor Group | Cambridge | MN | 03/2008 | Present |
1) Cambridge Isanti Youth Football, JacketBackers, Non Inv, Cambridge, MN, 55008, Youth Sports, Treasurer, 8/1/2024,10 hours per month, 0 hours per month during trading hours, No Compensation, Treasurer of local football club/booster club.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-02 |
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