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601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-06-20 |
Branch Locations
601 Carlson Parkway Suite 1100, Minnetonka, MN 55305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tag Financial Services Inc. | Minnetonka | MN | 11/2011 | 12/2022 |
| The Advocate Group, Llc | Minnetonka | MN | 06/2014 | 12/2017 |
| The Advocate Group, Llc | Minnetonka | MN | 12/2017 | Present |
1. INSURANCE SALES; INVESTMENT-RELATED; MN; INSURANCE AGENT; START DATE: 01/2023; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-02-02 |
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