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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-04-24 |
Branch Locations
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
3600 American Blvd W #700, Minneapolis, MN 55439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 06/2015 | 07/2017 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 06/2014 | 02/2021 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 08/2017 | 02/2021 |
| Allianz Life | Golden Valley | MN | 11/2018 | 11/2019 |
| Allianz Life | Golden Valley | MN | 11/2019 | 01/2021 |
| Kinetic Investment Management | Los Angeles | CA | 02/2021 | 03/2023 |
| Kinetic Investment Management, Inc. | Los Angeles | CA | 07/2021 | 03/2023 |
| Simplicity Group | Minneapolis | MN | 04/2023 | Present |
| Simplicity Wealth | Plymouth | MN | 04/2023 | Present |
| Allianz Life | Golden Valley | MN | 10/2015 | 10/2018 |
Founder; Play It Forward Group; Investment Related: No; 15725 Gleason Lake Drive Plymouth, MN 55447; Golf tournament with a portion of proceeds paid to charity. The business is set up as an LLC called Play It Forward Group. 10% of all registration fees are donated to charity. The rest of the funds will be used to pay tournament expenses and if any left over, profit to Play It Forward Group. Additional context, I run this myself. There are no employees. Golf is my greatest passion and this is my way to put on something I love while also giving back to a greater good; Duties: Putting on the tournament; 2023-01-27; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 20; Percentage of total yearly compensation expected to be derived from the business: 0; Simplicity Group -Investment related 86 Summit Ave Summit NJ 07901 Sales 04/2023
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-09-15 |
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