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401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-28 |
| MN | RA | APPROVED | 2024-08-13 |
| SD | RA | APPROVED | 2024-08-13 |
| ND | RA | APPROVED | 2024-07-19 |
Branch Locations
401 Demers Ave Ste 300, Grand Forks, ND 58201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2012 | 09/2016 |
| Northwestern Mutual Investment Services, Llc | Grand Forks | ND | 10/2013 | 09/2016 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2016 | 09/2016 |
| Proequities, Inc | Grand Rapids | ND | 10/2016 | 09/2020 |
| Avantax Planning Partners, Inc. | Bismarck | ND | 09/2016 | 07/2024 |
| Avantax Investment Services, Inc. | Bismarck | ND | 09/2020 | 07/2024 |
| Brady Martz Wealth Solutions, Llc | Grand Forks | ND | 07/2024 | Present |
TENDIES AND DREAMS I, LLC POSITION: Treasurer NATURE: LLC created to hold private placement investments INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/30/2023 ADDRESS: 4551 South Washington Street, Suite G, Grand Forks ND 58201, United States DESCRIPTION: part owner of LLC, evaluate investments for the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-05-12 |
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