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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Rochester | MN | 08/2013 | 01/2020 |
| Full Circle Financial | Rochester | MN | 08/2013 | 02/2023 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Diede Financial Planning | Rochester | MN | 08/2015 | 02/2023 |
| Catalyst Financial Strategies, Llc | Rochester | MN | 08/2022 | Present |
1.) CATALYST FINANCIAL STRATEGIES, LLC - CLIENT SERVICE MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 08/2022 - INVESTMENT RELATED 2.) TAMI FIELDS - NOTARY - NOTARY - KASSON, MN - SINCE 11/2022 - NOT INVESTMENT RELATED 3.) CATALYST FINANCIAL STRATEGIES - EMPLOYEE - PASSTHROUGH LLC FOR TAX/PAYROLL - ROCHESTER, MN - SINCE 03/2023 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-08 |
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