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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-29 |
Branch Locations
10160 Foley Blvd Nw Suite 120, Coon Rapids, MN 55448 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services | Saint Paul | MN | 12/2020 | 09/2022 |
| Minnesota Life Insurance Company | Saint Paul | MN | 12/2020 | 09/2022 |
| North Star Resource Group | Saint Paul | MN | 12/2020 | 09/2022 |
| Cri Securities | Saint Paul | MN | 12/2020 | 10/2021 |
| Shipt | St. Paul | MN | 05/2020 | 11/2021 |
| Northwestern Mutual | Mendota Heights | MN | 02/2019 | 04/2020 |
| Gertens | Inver Grove Heights | MN | 03/2016 | 12/2018 |
| Benson Property | St. Paul | MN | 06/2018 | 08/2018 |
| The University Of Northwestern | St. Paul | MN | 09/2016 | 05/2017 |
| Moxie Wealth Management | Minneapolis | MN | 11/2021 | 09/2022 |
| Raymond James Financial Services, Inc | Coon Rapids | MN | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Coon Rapids | MN | 09/2022 | Present |
(1)Name of Business: MissionBridge Wealth Address: 10160 Foley Blvd NW Ste 120, Coon Rapids, MN, 55448-5277, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investments, insurances, and financial planning through Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-11 |
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