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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
2701 University Ave Se, Minneapolis, MN 55414 • United States
11040 183Rd Circle Nw St A, Elk River, MN 55330 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 11/2020 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 11/2020 | 08/2023 |
| North Star Resource Group | Minneapolis | MN | 11/2020 | Present |
| Cri Securities Llc | Minneapolis | MN | 11/2020 | 10/2021 |
| Unemployed | Ramsey | MN | 05/2020 | 11/2020 |
| Grand Canyon University | Phoenix | AZ | 08/2019 | 05/2020 |
| Optum | Eden Prairie | MN | 06/2019 | 08/2019 |
| Unemployed | Ramsey | MN | 05/2019 | 06/2019 |
| Grand Canyon University | Phoenix | AZ | 08/2018 | 05/2019 |
| Kalifornia Pool And Spa | Maple Grove | MN | 05/2018 | 08/2018 |
| Grand Canyon University | Phoenix | AZ | 08/2017 | 05/2018 |
| City Moving And Storage | Ramsey | MN | 05/2017 | 08/2017 |
| Grand Canyon University | Phoenix | AZ | 08/2016 | 05/2017 |
| Cetera Wealth Services, Llc | Minneapolis | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NORTH STAR FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/13/2020 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Fixed insurance sales. 2. MIDWEST WEALTH ADVISORS POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/24/2023 ADDRESS: 11040 183rd Circle, Suite A, Elk River MN 55330, United States DESCRIPTION: Doing business as name only - No change to business or operations. 3. NAME OF OTHER BUSINESS: BNI , INVESTMENT RELATED: NO, ADDRESS: 729 MAIN ST NW, ELK RIVER, MN 55330. NATURE OF BUSINESS: NETWORKING, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 3, APX NUMBER OF HOURS DURING TRADING HOURS: 3, BRIEF DESCRIPTION OF DUTIES: NETWORKING GROUP WITH OTHER BUSINESS OWNERS:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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