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Current Employers
Osaic Institutions, Inc.

538 Preston Avenue, Meriden, CT 06450-4858 • United States

Current Registrations

AuthorityCategoryStatusDate
ND RA APPROVED 2023-03-06
  • ND RA
    APPROVED
    Since 2023-03-06

Branch Locations

401 Demers Ave, Grand Forks, ND 58201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Farm Grand Forks ND 06/2016 11/2017
Aflac Grand Forks ND 12/2017 01/2019
Lowes Grand Forks ND 01/2019 09/2019
Edgewood Healthcare Grand Forks ND 09/2019 12/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 12/2020 12/2022
Northwestern Mutual Investment Services Llc Grand Forks ND 12/2020 12/2022
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2021 12/2022
Infinex Investments, Inc Meriden CT 02/2023 Present
Alerus Grand Forks ND 02/2023 Present
  • 06/2016 → 11/2017
    State Farm
    Grand Forks, ND
  • 12/2017 → 01/2019
    Aflac
    Grand Forks, ND
  • 01/2019 → 09/2019
    Lowes
    Grand Forks, ND
  • 09/2019 → 12/2020
    Edgewood Healthcare
    Grand Forks, ND
  • 12/2020 → 12/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 12/2020 → 12/2022
    Northwestern Mutual Investment Services Llc
    Grand Forks, ND
  • 03/2021 → 12/2022
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 02/2023 → Present
    Infinex Investments, Inc
    Meriden, CT
  • 02/2023 → Present
    Alerus
    Grand Forks, ND
Other Businesses

1. Work at Alerus as a Financial Advisor. Salaried employee with incentive compensation from Trust related activities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-02
S63 Uniform Securities Agent State Law Examination 2021-02-16
  • S66 Uniform Combined State Law Examination
    2023-03-02
  • S63 Uniform Securities Agent State Law Examination
    2021-02-16
Other Names
  • Anthony Mark Meyer
  • Tony Meyer

View on SEC IAPD

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