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6121 Excelsior Blvd, St Louis Park, MN 55416 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| MN | RA | APPROVED | 2024-10-28 |
Branch Locations
6121 Excelsior Blvd, St Louis Park, MN 55416 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Partners Corp. | Plymouth | MN | 12/2018 | 07/2020 |
| Unemployed | Saint Louis Park | MN | 04/2018 | 12/2018 |
| Us Bank | Minneapolis | MN | 08/2012 | 04/2018 |
| Lpl Financial Llc | Bloomington | MN | 07/2020 | 06/2022 |
| Neil Jesani Wealth Management Llc | Sunrise | FL | 03/2023 | 07/2023 |
| Unemployed | Excelsior | MN | 07/2022 | 02/2023 |
| Thrivent Investment Management Inc | Shakopee | MN | 09/2023 | 10/2024 |
| Thrivent Financial | Appleton | WI | 09/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | 10/2024 |
| Secured Retirement Advisors, Llc | St. Louis Park | MN | 10/2024 | Present |
1.) Secured Retirement Associates, LLC; Investment-Related; St. Louis Park, MN; Insurance Agency; Independent Insurance Agent; Start Date 09/2023; Approximately 40 hours/month devoted to this business with all hours devoted during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-08-17 |
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