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1695 State Hwy 169 N, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-02-22 |
Branch Locations
1695 State Hwy 169 N, Plymouth, MN 55441 • United States
8120 Penn Ave S Suite 250, Bloomington, MN 55431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beck Realty Inc | Bloomington | MN | 01/2003 | 06/2025 |
| Independent Financial Group Llc | Bloomington | MN | 07/2013 | 02/2021 |
| Purshe Kaplan Sterling Investements | Albany | NY | 02/2021 | 05/2023 |
| Berger Financial Group | Plymouth | MN | 01/2021 | Present |
1) Notary Public - Not investment related - 8120 Penn Ave S Ste 250 Bloomington, MN 55431 - Notary Services - Notary Public 5/21/1996 - 1 hour a month - 1 trading hour a month - notarize documents requiring a notary public. 2) A&G Tax Service-Non-Investment related-8120 Penn Avenue South, Suite 250 Bloomington, MN 55431; Tax preparer/Owner start date 01/15/2014; 50 hours per month (3 months per year) offering tax preparation and filing tax returns.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-01-30 |
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