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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greenway High School | Coleraine | MN | 09/2015 | 06/2019 |
| Itasca Community College | Grand Rapids | MN | 09/2017 | 05/2021 |
| Avantax Advisory Services | Bovey | MN | 07/2019 | 09/2025 |
| Avantax Invesment Services, Inc. | Bovey | MN | 06/2020 | 09/2025 |
| Greenway & Grand Rapids High Schools & Greenway Tennis Assn. | Coleraine | MN | 06/2019 | 06/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
ALTERNATE AGENT/SUCCESSOR POWER OF ATTORNEY FOR MY AUNT POSITION: Alternate agent/Successor Power of Attorney for my Aunt NATURE: I have been designated as an alternate agent/Successor durable financial Power of Attorney for the management of property and personal affairs if the Attorney-in-Fact becomes not available of ineligible. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/20/2023 ADDRESS: 105 Red Rock Drive, Bovey, MN 55709 DESCRIPTION: I have been designated as an alternate agent/Successor durable financial Power of Attorney for the management of property and personal affairs if the Attorney-in-Fact becomes not available or ineligible.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2020-01-08 |
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