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Account
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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 | 2026-07-23 |
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
10705 Town Square Dr Ste 230, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olive Garden | Fargo | ND | 10/2016 | 11/2017 |
| Box Financial Advisors | Minneapolis | MN | 05/2016 | 05/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2018 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 05/2022 | 04/2026 |
| Box Financial Advisors | Minneapolis | MN | 05/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR SECURITIES BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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