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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED_RES | 2024-11-08 |
| IA | RA | APPROVED | 2023-08-10 |
Branch Locations
209 East Washington St St 300, Iowa City, IA 52240 • United States
18330 N 79Th Ave Apt 2074, Glendale, AZ 85308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Iowa | Iowa City | IA | 06/2016 | Present |
| Minnesota Life Insurance Company | St Paul | MN | 04/2020 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 04/2020 | 08/2023 |
| North Star Resource Group | Iowa City | IA | 04/2020 | Present |
| Securian Financial Services Inc | St Paul | MN | 06/2019 | 04/2020 |
| Cri Securities Llc | St Paul | MN | 04/2020 | 10/2021 |
| Cetera Wealth Services, Llc | Iowa City | IA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1) NORTH STAR CONSULTANTS AND NORTH STAR BROKERAGE FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2019 ADDRESS: 2701 University Ave SE, Minneapolis MN 55414, United States DESCRIPTION: Offering clients group/employee benefits and fixed insurance options (with the exception of annuities) outside of the carriers that have selling arrangement with Securian Financial or MN Life Insurance Co. 2) NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-24 |
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