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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
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
10705 Town Square Dr Ste 230, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Box Financial Advisors | Minneapolis | MN | 06/2021 | Present |
| Wells Fargo | Minneapolis | MN | 11/2019 | 06/2021 |
| Aerotek | Minneapolis | MN | 11/2018 | 11/2019 |
| University Of Minnesota - Duluth | Duluth | MN | 12/2015 | 05/2018 |
| Unemployed | Lino Lakes | MN | 05/2018 | 11/2018 |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 03/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: BUSINESS PROCESSING SPECIALIST; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: GENERATE AND PROCESS ACCOUNT/POLICY OPENING/TRANSFER PAPERWORK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-27 |
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