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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-01-16 |
Branch Locations
1741 Second Street Sw, Rochester, MN 55902 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
323 North Washington Ave. Fl. 2 Ste. 56, Minneapolis, MN 55401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Circle Financial | Rochester | MN | 01/2008 | Present |
| Proequities, Inc | Rochester | MN | 11/2011 | 01/2020 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Szablis Klee | Rochester | MN | 05/2000 | Present |
| Id/Legal Shield | Alda | OK | 11/2011 | Present |
| Id/Legal Shield | Alda | OK | 11/2011 | Present |
| Where Worlds Meet | Rochester | MN | 02/2026 | Present |
1.) SZABLIS KLEE - AGENT - NON-VARIABLE INSURANCE - ROCHESTER, MN - SINCE 05/2000 - INVESTMENT RELATED 2.) FULL CIRCLE FINANCIAL - CEO, PRINCIPAL, PERSONAL FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 01/2008 - INVESTMENT RELATED 3.) ID/LEGAL SHIELD - AGENT - ID SHIELD MONITORING SERVICES - ALDA, OK - SINCE 11/2011 - NOT INVESTMENT RELATED 4.) CIRCLE TAX CENTER LLC - SOLE MEMBER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - ROCHESTER, MN - SINCE 04/2019 - INVESTMENT RELATED 5.) SOUTHEAST SCUBA ESCAPE - OWNER, INSTRUCTOR - RETAIL SCUBA DIVING CENTER - ROCHESTER, MN - SINCE 10/2020 - NOT INVESTMENT RELATED 6.) WHERE WORLDS MEET - OWNER - DBA RELATED TO THE SCUBA SHOT (TRAVEL AND SCUBA DIVING) - ROCHESTER, MN - SINCE 02/2026 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-30 |
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