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2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-29 |
Branch Locations
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345 • United States
1907 Wayzata Blvd Suite 230, Wayzata , MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Discipline Advisors | Mankato | MN | 09/2011 | Present |
| Jodi K. Corrigan, Cpa Llc | Mankato | MN | 11/2013 | 12/2021 |
| Concorde Investment Services, Llc | Livonia | MI | 10/2015 | 04/2018 |
| Dai Securities, Llc | Atlanta | GA | 04/2018 | Present |
1)JODI K. CORRIGAN CPA,LLC;NOT INVESTMENT RELATED;150 ST. ANDREWS COURT,SUITE 210,MANKATO,MN 56001;ACCOUNTING AND TAX PREPARATION;ADMIN ASSISTANT(PART-TIME);12/1/2013;20 HRS/MONTH;0 HRS DURING TRADING;ASSISTING WITH SCANNING,FILING,ASSEMBLING TAX PAPERS 2)Discipline Advisors, Inc.; Investment Related; 1907 Wayzata Blvd, Suite 230, Wayzata, MN 55391; Manager Client Services, 09/2011, 160 hrs/month; 8 hrs/day; manages client service team, provides client service and assistance with client transactions for Broker Dealer and Advisory clients. 3) DAI Agency LLC; Investment Related; 1907 Wayzata Blvd, Suite 230, Wayzata, MN 55391; Not an active producer. 09/2011.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-16 |
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