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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
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1741 Second Street Sw, Rochester, MN 55902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Circle Financial Corporation | Rochester | MN | 02/2011 | Present |
| Proequities, Inc | Rochester | MN | 11/2011 | 01/2020 |
| United Planners Financial Services | Scottsdale | AZ | 01/2020 | Present |
| Dana Grimsrud | Rochester | MN | 05/2001 | Present |
1.) DANA GRIMSRUD - AGENT - FIXED INSURANCE - ROCHESTER, MN - SINCE 05/2001 - INVESTMENT RELATED 2.) FULL CIRCLE FINANCIAL - FINANCIAL ADVISOR, PERSONAL FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 01/2020 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-05 |
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