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105 Arch St, Cloquet, MN 55720 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Duluth | MN | 09/2010 | 05/2021 |
| Split Rock Private Trading And Wealth Management Llc | Cloquet | MN | 05/2021 | Present |
| Bear Valley Financial Llc | Carlton | MN | 10/2022 | Present |
Name of outside business: Bear Valley Financial LLC (Insurance Agent); ADV Category: insurance company or agency; Is the business investment related: Yes; Location of the business: 2575 Bear Valley Dr Carlton MN 55718 USA; Description of the business: Insurance agency. Responsibilities Duties: Selling life insurance.; Start date with business: 2022-10-01; Hours per month devoted to business during trading hours: 15; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes; Contact person at the organization: Dale Anich; Name of outside business: Cloquet School District (Hockey Coach); Is the business investment related: No; Location of the business: 302 14th St, Cloquet, MN 55720 USA; Description of the business: Coaching high school hockey. Title: Assistant Hockey Coach; Responsibilities Duties: Facilitate practices, manage games from the bench, create practice plans, instruct kids. Start date with business: 11-10-2025; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 72. Name of outside business: Snow Companies); Is the business investment related: No; Location of the business: 133 Waller Mill Rd, Williamsburg, Virginia USA; Description of the business: Patient education and awareness programs for medical conditions and treatment options. Responsibilities Duties: Ambassadors serve as representatives of the company's patient awareness and education initiatives. Their role focuses on education, outreach, and engagement, not medical advice or treatment. Start date with business: 01-08-2026; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10. Name of outside business: Jedd Anrich; Is the business investment related: No; Location of the business: 1004 22nd Street Apt 1, Cloquet, MN 55720 USA; Description of the business: Rental Unit; Position: Landlord/Owner; Responsibilities Duties: Managing tenants; snow removal, lawncare, basic house maintenance; Start date with business: 2025-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 6;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-12 |
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