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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-10 |
Branch Locations
400 Highway 169 South Suite 200, Minneapolis, MN 55426 • United States
6020 East Fulton, Ada, MI 49301 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Personalized Brokerage Service | Topeka | KS | 05/2010 | 12/2017 |
| Questar Capital Corporation | Minneapolis | MN | 05/2012 | 11/2017 |
| Questar Asset Management | Minneapolis | MN | 05/2012 | 11/2017 |
| American Finacial | Topeka | KS | 12/2017 | 03/2020 |
| Capital Asset Advisory Services | Haslett | MI | 02/2018 | 03/2020 |
| Truchoice | Minneapolis | MN | 05/2010 | Present |
| Usa Financial Securities | Ada | MI | 01/2026 | Present |
TRUCHOICE - 400 Hwy 169 South, Suite 200, Minneapolis, MN 55426 - Start date 05/17/2010. Head of sales and distribution. Investment related. 170 hours per month devoted to business. 140 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-30 |
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