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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| MN | RA | APPROVED | 2023-08-04 |
Branch Locations
1304 West Lincoln Ave Ste D, Fergus Falls, MN 56537 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Alexandria | MN | 08/2017 | 01/2018 |
| Bancwest Investment Services, Inc. | Alexandria | MN | 01/2018 | 08/2023 |
| Bremer Bank | Alexandria | MN | 10/2012 | 02/2017 |
| Blackridgebank | Alexandria | MN | 02/2017 | 08/2017 |
| Lpl Financial Llc | Blaine | MN | 07/2023 | 08/2023 |
| Edward Jones | St Louis | MO | 08/2023 | Present |
Summit Wealth Management LLC Type of business: Real Estate Alexandria, MN Start date: 7/7/2026 President Hours per week: 1 Hours during trading: 0 Identify quality commercial real estate properties that have high value regional well known business to lease the real estate from Summit Wealth Management LLC Ponderosa II LLC Type of business: Passive Real Estate Holdings Alexandria, MN Start date: 12/12/2025 50% Owner Hours per week: 1 Hours during trading: 0 Desc: Keep minutes on business meetings when discussing potential properties. Search and inspect potential properties to be purchased by LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-26 |
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