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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-09-01 |
Branch Locations
25 North Lake Street Suite 310, Forest Lake, MN 55025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Klima | Minneapolis | MN | 08/2020 | 03/2021 |
| Five Star Financial Resources | Forest Lake | MN | 03/2021 | Present |
| Manitou Grill & Event Center | White Bear Lake | MN | 01/2019 | 08/2020 |
| Hilton Hotels | Minneapolis | MN | 08/2016 | 01/2019 |
| Sagepoint Financial, Inc. | Forest Lake | MN | 11/2021 | Present |
| Osaic Wealth, Inc. | Forest Lake | MN | 09/2023 | Present |
1) I am a notary. 2) FIVE STAR FINANCIAL RESOURCES POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 120 START DATE: 01/17/2023 ADDRESS: 25 Lake St. N, Suite 310, Forest Lake MN 55025, United States DESCRIPTION: Marketing of financial services. 3) STRATEGIC FINANCIAL SOLUTIONS POSITION: Financial Planner NATURE: Corporation, payroll purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2021 ADDRESS: 25 N. Lake St., Suite 310, Forest Lake MN 55025, United States DESCRIPTION: Provide assistance to reps Bradley Beck and Troy Axelson.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-16 |
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