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858 Camp Street, New Orleans, LA 70130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2022-04-06 |
Branch Locations
3905 51St Street South, Fargo, ND 58104 • United States
858 Camp Street, New Orleans, LA 70130 • United States
240 3Rd St, Nw, Valley City, ND 58072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valley Wealth Advisors Located At Dacotah Bank | Valley City | ND | 01/2020 | Present |
| Valley City State University | Valley City | ND | 08/2016 | 05/2020 |
| Lpl Financial Llc | Valley City | ND | 01/2020 | 01/2022 |
| Valley City State University | Valley City | ND | 01/2019 | 05/2020 |
| Lpl Financial Llc | Valley City | ND | 01/2022 | Present |
1. 04/14/2022 - NewEdge Advisors- Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 03/31/2022 - 30 Hours Per Month/6 Hours During Securities Trading. 2. 04/28/2022 - Valley Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 04/14/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading. 3. 02/22/2024 - InSource - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 10 Hours Per Month/ 1 Hour During Trading 4. 02/22/2024 - SBG - Strategic Benefits Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 10 Hours Per Month/ 1 Hour During Trading. 5. 12/06/2024 - Alpha Solutions - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/16/2024 - 4 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
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