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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-11-15 |
| MN | RA | APPROVED | 2019-01-10 |
Branch Locations
8020 Excelsior Drive Suite 400, Madison, WI 53717 • United States
Verona, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | St. Paul | MN | 05/2005 | 12/2018 |
| Ubs Financial Services Inc | Saint Paul | MN | 12/2018 | Present |
1) ISAGENIX; NOT I/R; WOODBURY, MN; NUTRITIONAL PROGRAM; ASSOCIATE; 4/29/15; 1 HRS/MTH; 1 HRS/TRADING; REFERRALS FOR COMPENSATION. 2) Nielsen; NOT I/R; Oldsmar, FL; Research Company; Participant; 8/2017; 0 HRS/MTH; 0 HRS/TRADING; Normal daily activities, monitoring my TV programs. 3) Young Living; NOT I/R; Woodbury, MN; Essential Oils; Associate; 1/2018; <1 HRS/MTH; 0 HRS/TRADING; If individuals want to sign up they do so under my name. Nielsen media Research / 3751 Hazel Trail Unit C Woodbury,MN 55129 / Company/ Services (Business, Professional, Support) / Watch TV Programs and notated when watched. / Other / Research Candadite / I watch TV and they record what and when / Start Date 7/31/2017 / Isagenix / 3751 Hazel Trail Unit C` Woodbury,MN 55129 / Company/ Food, Beverages & Tobacco / I use the products personally and if I recommend it to others and they buy, I can get compensated for it. This is a health company. / Other / Associate/ independent associate / Sharing my story / Start Date 1/22/2015 / Young Living Essential Oils / 3751 Hazel Trail Unit C Woodbury,MN 55129 / Company/ Distributors / Buying and using oils. Recommending a to friends and families. / Other / Associate who uses the oils and can enroll new indviduals / Talking about it and using the oils / Start Date 9/13/2017 /
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-09 |
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