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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2024-10-07 |
Branch Locations
5120 Prosperity Way South Suite 110, Fargo, ND 58104 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Financial | Fargo | ND | 04/2014 | 12/2022 |
| Country Insurance Affiliates | Moorhead | MN | 04/2014 | 09/2024 |
| Country Capital Management Co | Moorhead | MN | 04/2014 | 09/2024 |
| Country Trust Bank | Moorhead | MN | 01/2023 | 09/2024 |
| Edward Jones | St Louis | MO | 09/2024 | Present |
DLRF Properties, LLC Type of business: Office Building LLC Dilworth, MN Start date: 12/11/2017 Vice President Hours per week: 0 Hours during trading: 0 Pay rent while worked for Country Financial. I was bought out effective August 31st, 2024 and the LLC will dissolve effective December 31st, 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
| S65 | Uniform Investment Adviser Law Examination | 2011-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-15 |
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