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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 | 2023-01-19 |
| SD | RA | APPROVED | 2022-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens Company | Sioux Falls | SD | 05/2015 | 05/2017 |
| Lipetzky's Irrigation & Landscape | Tea | SD | 05/2017 | 09/2018 |
| First Premier Bank | Sioux Falls | SD | 05/2019 | 05/2021 |
| Avail Wealth Management, Llc | Huron | SD | 06/2021 | 07/2021 |
| First Premier Bank | Sioux Falls | SD | 10/2021 | Present |
| Augustana University | Sioux Falls | SD | 08/2017 | 05/2021 |
| Lincoln High School | Sioux Falls | SD | 08/2013 | 05/2017 |
| Cetera Investment Services Llc | St Cloud | MN | 10/2021 | Present |
| Cetera Investment Advisers Llc | Sioux Falls | SD | 02/2022 | Present |
1. FIRST PREMIER BANK, REFERRALS TO ALL DEPARTMENTS OF THE BANK 2. BOARD MEMBER OF FINANCE COMMITTEE AT THE SALVATION ARMY OF SIOUX FALLS; ANALYZE AND BREAKDOWN FINANCIAL STATEMENTS; 1 HR/WK 3. MEMBER OF AUGUSTANTA UNIVERSITY ALUMNI ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-30 |
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