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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andover High School | Andover | MN | 06/2015 | 06/2018 |
| Peterson Deck Restoration | Andover | MN | 06/2016 | 09/2016 |
| Aka Sport | Blaine | MN | 06/2017 | 09/2017 |
| Deluxe Corporation | Shoreview | MN | 06/2018 | 09/2018 |
| Aka Sport | Blaine | MN | 06/2019 | 09/2019 |
| University Of Minnesota Duluth | Duluth | MN | 06/2020 | 09/2020 |
| University Of Minnesota Duluth | Duluth | MN | 09/2018 | 05/2022 |
| Legacy Private Wealth Group | Edina | MN | 06/2021 | 09/2021 |
| Capital Street Financial Services Inc. | St. Paul | MN | 06/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: CAPITAL STREET FINANCIAL SERVICES INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32; BRIEF DESCRIPTION OF DUTIES: PROVIDING OPERATIONAL SUPPORT TO REPS AND CLIENTS WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-06 |
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