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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-16 |
| MD | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
10451 Mill Run Circle Suite 400, Owings Mills, MD 21117 • United States
Land O Lakes, FL • United States
300 Beardsley Lane Suite A104, Austin, TX 78746 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 11/2015 | 08/2023 |
| Securian Financial Service, Inc | St Paul | MN | 11/2015 | 08/2023 |
| North Star Resource Group | St Paul | MN | 11/2015 | Present |
| North Star Resource Group | Washington | DC | 02/2017 | Present |
| Cetera Wealth Services, Llc | Baltimore | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Wellbe, Llc | Baltimore | MD | 05/2026 | Present |
1) NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2016 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2) STOP ALZHEIMER'S NOW POSITION: Officer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 06/01/2017 ADDRESS: , Austin TX , United States DESCRIPTION: Officer 3) TWIN OAK ADVISORS POSITION: Consultant NATURE: Employee INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 09/01/2021 ADDRESS: 300 Beardsley Lane, Suite A104, Austin TX 78746, United States DESCRIPTION: Specializing in student loan related issues for young physicians. 4) NAME OF OTHER BUSINESS: ELEVATION VIEW WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5) NAME OF OTHER BUSINESS: GSI4DOCS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE DBA; START DATE: 5/2026; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR SALE & SERVICE OF FIXED INSURANCE; 6) NAME OF OTHER BUSINESS: WELLBE, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-20 |
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