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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2023-08-10 |
Branch Locations
14145 Millhaven Pl, Colorado Springs, CO 80908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Finanical Services Inc | St. Paul | MN | 06/2015 | 01/2020 |
| Strategic Financial Partners | Colorado Springs | CO | 06/2015 | 01/2020 |
| Securian Financial Services Inc | St. Paul | MN | 01/2020 | 08/2023 |
| Strategic Finacial Partners | Colorado Springs | CO | 01/2020 | 08/2023 |
| Img Financial Group, Inc | Houston | TX | 08/2023 | Present |
| Minnesota Life Insurance Company | Saint Paul | MN | 07/2023 | 08/2023 |
| Securian Financial Services | Saint Paul | MN | 07/2023 | 08/2023 |
| Cetera Wealth Services, Llc | Colorado Springs | CO | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Strategic Financial Partners | Colorado Springs | CO | 08/2023 | Present |
1. ISQUEEGEE POSITION: Volunteer NATURE: Husband's Window Washing Business INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: 10475 Thomas Rd, Colorado Springs CO 80908, United States DESCRIPTION: iSqueegee is my husband's Window Washing company. I assist with typing proposals and invoices as well as marketing. 2. IMG Financial Group Inc, 4550 POST OAK PLACE, SUITE 125, HOUSTON, TX 77027; INVESTMENT RELATED; FIXED INSURANCE AGENT; 07/2023-ONGOING; 10 HOURS PER MONTH; 10 HOURS MONTH TRADING; 3. NAME OF OTHER BUSINESS: STRATEGIC FINANCIAL PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 15, APX NUMBER OF HOURS DURING TRADING HOURS: 15, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
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