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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-09 |
| IA | RA | APPROVED | 2024-03-08 |
| MN | RA | APPROVED | 2021-10-01 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
2778 Commerce Drive Nw Suite B, Rochester, MN 55901 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-09-16 |
Branch Locations
310 S. Oak Avenue, Owatonna, MN 55060 • United States
2778 Commerce Drive Nw Suite B, Rochester, MN 55901 • United States
1995 East Rum River Drive S., Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owatonna Isd 761 | Owatonna | MN | 09/1993 | 06/2024 |
| Advanced Advisor Group Llc | Cambridge | MN | 05/2021 | Present |
| Efs Advisors | Cambridge | MN | 09/2021 | Present |
LLC Manager for Halliday Family Partnership. Not investment related. Overseeing family real estate property holdings. 1 hour a month, none during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-26 |
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