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Jonathan Michael Dennison

Focus Financial

Minneapolis, MN

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Current Employers
Focus Financial

1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-12-02
MN RA APPROVED 2016-08-01
  • TX RA
    APPROVED_RES
    Since 2023-12-02
  • MN RA
    APPROVED
    Since 2016-08-01

Branch Locations

1000 Shelard Parkway Suite 300, Minneapolis, MN 55426 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Focus Financial Network Minneapolis MN 09/2013 Present
Osaic Wealth, Inc. Minneapolis MN 12/2015 Present
  • 09/2013 → Present
    Focus Financial Network
    Minneapolis, MN
  • 12/2015 → Present
    Osaic Wealth, Inc.
    Minneapolis, MN
Other Businesses

1. FOCUS FINANCIAL NETWORK, INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2019 ADDRESS: 1000 Shelard Parkway, Suite 250, Minneapolis MN 55426, United States DESCRIPTION: Would rarely be activated, but may participate in life insurance or disability insurance casework. 2. NEW LIBERTY WEALTH LLC POSITION: Owner NATURE: Personal LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 1000 Shelard Parkway, Ste 300, Minneapolis MN 55426, United States DESCRIPTION: Royal Commissions paid to Jonathan Dennison are recategorizedto this entity for tax purposes and kept separate from Focus Financial Network Revenue Paid to New Liberty Wealth I 3. FOCUS FINANCIAL NETWORK, INC (RIA) POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/14/2016 ADDRESS: 1000 Shelard Parkway, Suite 250, Minneapolis MN 55426, United States DESCRIPTION: My affiliation with a Registered Investment Advisor giving me the ability to:-Discuss securities and investments with clients-Execute trades on behalf of clients-Hold myself out to the public as a financial advisor 4. PRESQUE ISLE INVESTMENTS, LLC POSITION: Manager NATURE: LLC that only acts as a holding vehicle for some private securities transactions INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2021 ADDRESS: 3106 Inglewood Ave S, Unit 5, Minneapolis MN 55416, United States DESCRIPTION: No duties. Not at active business and instead only a holding LLC 5. NEW LIBERTY WEALTH I LLC POSITION: Owner NATURE: Personal LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1000 Shelard Parkway, Ste 300 MN 55416, United States DESCRIPTION: Focus Financial Network IAR revenue paid to Jonathan Dennison is processed to this entity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-13
  • S66 Uniform Combined State Law Examination
    2016-07-13
Other Names
  • Jonathan Dennison

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