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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-07-14 |
| MA | RA | APPROVED | 2026-04-23 |
| HI | RA | APPROVED | 2026-02-23 |
| FL | RA | APPROVED | 2026-02-19 |
| ND | RA | APPROVED | 2026-01-27 |
| VA | RA | APPROVED | 2026-01-26 |
| IL | RA | APPROVED | 2026-01-22 |
| MI | RA | APPROVED | 2026-01-21 |
| WI | RA | APPROVED | 2026-01-21 |
| AR | RA | APPROVED | 2026-01-20 |
| CA | RA | APPROVED | 2026-01-20 |
| CO | RA | APPROVED | 2026-01-20 |
| MO | RA | APPROVED | 2026-01-20 |
| NV | RA | APPROVED | 2026-01-20 |
| NY | RA | APPROVED | 2026-01-20 |
| NC | RA | APPROVED | 2026-01-20 |
| SD | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED_RES | 2026-01-20 |
| WA | RA | APPROVED | 2026-01-20 |
| AZ | RA | APPROVED | 2025-09-18 |
| MN | RA | APPROVED | 2020-02-25 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Efs Advisors | Cambridge | MN | 03/2015 | 02/2018 |
| Brass Rail | Grandy | MN | 03/2014 | 11/2018 |
| Advanced Advisor Group | Cambridge | MN | 02/2018 | Present |
| Efs Advisors | Cambridge | MN | 02/2020 | Present |
1) North 65 Area Chamber of Commerce, noninv, Isanti MN, Local Chamber of Commerce, Board Member with no compensation, 01/2024, 1.5 inv 5 noninv hrs/mo, duties include attending monthly meetings, volunteering, and helping promote local business growth along with local business networking.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-07 |
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