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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-10 |
| VA | RA | APPROVED | 2023-08-10 |
Branch Locations
1021 East Cary Street Suite 1225, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northstar Resource Group | Richmond | VA | 09/2020 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 09/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 09/2020 | 08/2023 |
| Unemployed | Harrisonburg | VA | 03/2020 | 08/2020 |
| James Madison University | Harrisonburg | VA | 08/2016 | 04/2020 |
| Packsaddle Ridge Golf Club | Keeletown | VA | 05/2019 | 11/2019 |
| Moneywise Payroll Solution | Charlottesville | VA | 04/2016 | 08/2017 |
| City Of Charlottesville | Charlottesville | VA | 06/2014 | 08/2017 |
| Axa Advisors | Falls Church Va | VA | 10/2016 | 12/2016 |
| Cetera Wealth Services, Llc | Richmond | VA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NORTH STAR CONSULTANTS AND NORTH STAR BROKERAGE GROUP POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/13/2021 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2020, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-31 |
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