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475 Springfield Ave, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-08-24 |
Branch Locations
200 Coon Rapids Blvd Nw, Suite 300, Minneapolis, MN 55433 • United States
475 Springfield Ave, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokerage Resources Inc. | Maple Grove | MN | 08/2016 | 10/2020 |
| Bmw Of Minnetonka | Minnetonka | MN | 12/2012 | 08/2017 |
| Royal Alliance Associates | Maple Grove | MN | 08/2017 | 10/2020 |
| Independent Agent | Maple Grove | MN | 08/2016 | Present |
| Capitas | Minneapolis | MN | 11/2020 | Present |
| The Leaders Group Inc | Littleton | CO | 08/2021 | Present |
1.) INSURANCE AGENT - 8/31/2016 - 11612 Shady Oak Drive, Minnetonka, MN 55343 - Insurance agent, Life insurance agent, Invt Rel, Insurance business, 2 hrs/mo; 2 hrs/mo (during trading hours). 2.) CAPITAS - 11/1/2020 - 200 Coon Rapids Blvd NW, Suite 300, Minneapolis, MN 55433, Insurance brokerage manager, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 3.) TLG ADVISORS INC - 8/24/2021 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 0 hrs/mo; 0 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-07 |
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