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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-21 |
Branch Locations
11 E. Superior Street Suite 500, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St. John's Univeristy | Collegeville | MN | 08/2015 | 05/2019 |
| State Farm Insurance | Cloquet | MN | 06/2017 | 08/2017 |
| Marsh And Mclennan Agency | Minneapolis | MN | 06/2018 | 08/2018 |
| Guardian Life Insurance | Independence | OH | 07/2019 | 09/2019 |
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 12/2019 | 05/2025 |
| Allianz Life Financial Services Llc | Minneapolis | MN | 03/2020 | 05/2025 |
| Ascential Wealth Advisors | Duluth | MN | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Duluth | MN | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Duluth | MN | 10/2025 | Present |
Ascential Wealth Advisors Non-Investment Related Duluth, Minnesota DBA/Support Company Advisor Started: 09/15/2011 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
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