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701 Xenia Avenue South Suite 100, Golden Valley, MN 55416-1089 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-05 |
| IL | RA | APPROVED | 2024-08-26 |
| NJ | RA | APPROVED | 2024-08-08 |
| TX | RA | APPROVED_RES | 2024-07-18 |
| MN | RA | APPROVED | 2022-06-30 |
Branch Locations
701 Xenia Avenue S Ste 100, Golden Valley, MN 55416 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacer Financial, Inc. | Paoli | PA | 06/2018 | 10/2018 |
| Mostad Construction, Inc. | Missoula | MT | 01/2018 | 06/2018 |
| Innspace | Kalispell | MT | 05/2015 | 09/2017 |
| University Of Montana | Missoula | MT | 09/2014 | 06/2018 |
| Pacer Financial, Inc. | Malvern | PA | 10/2018 | 03/2022 |
| The Oak Ridge Financial Services Group, Inc. | Golden Valley | MN | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-15 |
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