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701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-10-18 |
Branch Locations
701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc. | Minneapolis | MN | 05/2019 | 06/2024 |
| Vision Transporation | Buffalo | MN | 09/2017 | 12/2017 |
| Catholic United Financial | St. Paul | MN | 04/2015 | 05/2019 |
| Securities America Advisors, Inc. | Buffalo | MN | 12/2019 | 12/2021 |
| Everest Financial Group | Minneapolis | MN | 10/2021 | Present |
| Osaic Wealth, Inc. | Minneapolis | MN | 06/2024 | Present |
EVEREST FINANCIAL GROUP POSITION: IRA NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/01/2021 ADDRESS: 701 Xenia Ave. S, Suite 250, Golden Valley MN 55416, United States DESCRIPTION: Independent RIA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-03 |
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