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Two Meridian Crossings, Suite 400, Minneapolis, MN 55423 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-06-07 |
Branch Locations
Two Meridian Crossings, Suite 400, Minneapolis, MN 55423 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Minneapolis | MN | 12/2011 | 12/2017 |
| Elite Investment Team, Llc | San Diego | CA | 10/2018 | 02/2020 |
| Nepsis Advisor Services, Inc. | Minneapolis | MN | 01/2018 | 02/2020 |
| Innovative Income Strategies, Llc | Minneapolis | MN | 01/2018 | 02/2020 |
| Heritage Wealth Management, Llc | Phoenix | AZ | 02/2020 | Present |
| Nepsis Inc. | Minneapolis | MN | 06/2022 | Present |
OUTSIDE INSURANCE, SELLING FIXED INSURANCE SUCH AS TRADITIONAL INSURANCE PRODUCTS, GROUP BENEFITS, HEALTH, MEDICAL SUPPLEMENT, LTC AND DISABILITY THROUGH VARIOUS CARRIERS, 7/17/13. Nepsis Advisor Services, Inc., investment related, SEC registered investment adviser, IAR, 01/2018 Innovative Income Strategies, LLC, investment realted, financial consultant, 01/2018
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-01-20 |
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