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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-20 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
330 Morrison Park Drive Suite 130, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Ins Co | St Paul | MN | 07/2015 | 07/2017 |
| Securian Financial Services, Inc | St Paul | MN | 07/2015 | 07/2017 |
| Gcg Financial, Inc. | Deerfield | IL | 07/2015 | 01/2017 |
| Triad Advisors | Norcross | GA | 08/2018 | 10/2019 |
| Alera Investment Advisors, Llc | Dallas | TX | 01/2017 | 10/2019 |
| Virtus Llc | Dallas | TX | 10/2019 | Present |
| Intellicents Investment Solutions Inc. | Southlake | TX | 03/2021 | Present |
intellicents investment solutions, inc. 330 Morrison Park Drive, Suite 130, Southlake, TX 76092. Licensed Agent, client need of Life/Accident/Health Insurance, provides options in financial planning process. Start date:3/1/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-01 |
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