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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-08 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
400 Highway 169 South Suite 200, Minneapolis, MN 55426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life | Minneapolis | MN | 07/2013 | 01/2021 |
| Questar Capital Corporation | Minneapolis | MN | 10/2016 | 01/2019 |
| The Leaders Group, Inc. | Littleton | CO | 01/2021 | 12/2025 |
| Truchoice (American Financial Marketing, Inc) | Minneapolis | MN | 05/2019 | Present |
| Usa Financial Securities | Ada | MI | 01/2026 | Present |
1.) TRUCHOICE - 400 Hwy 169 South, Suite 200, Minneapolis, MN 55426 - Start date 5/1/2019.Index Annuity Wholesaler. Support book of business of financial advisors. Not investment related. 40 hours per month devoted to business. 40 hours per month devoted during securities trading hours. 2.) INDEPENDENT INSURANCE AGENT - 5410 Yellowstone Lane N. Start date 1/1/21 - Personal annuity business for family members. 0 hours per month devoted to business. 0 hours per month devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-03 |
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