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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 | 2025-01-17 |
| MN | RA | APPROVED | 2023-09-15 |
Branch Locations
202 West Superior St Ste 810, Duluth, MN 55802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ridgeview Country Club | Duluth | MN | 05/2022 | Present |
| Sellwood Partners | Duluth | MN | 03/2021 | Present |
| Duluth East High School | Duluth | MN | 09/2015 | 06/2019 |
| University Of Minnesota | Minneapolis | MN | 08/2019 | 05/2022 |
| Cetera Advisor Networks | El Segundo | CA | 04/2021 | 05/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2023 | Present |
| Advisornet Financial | Duluth | MN | 01/2021 | 05/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2023 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: SELLWOOD PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2021 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: HELP ASSIST ADVISORS WITH THEIR DAY TO DAY NEEDS; 3. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 8/2024; POSITION/TITLE/RELATIONSHIP: PROPERTY MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT & MANGE PROPERTY; 4. NAME OF OTHER BUSINESS: NORTHVIEW FINANCIAL PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 06/2025; 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 AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-13 |
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