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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2026-07-27 |
Branch Locations
2102 Great Northern Dr N, Fargo, ND 58102 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creighton University | Omaha Nebraska | NE | 09/2020 | 04/2021 |
| Instacart | Fargo | ND | 04/2021 | 06/2022 |
| Doordash | Fargo | ND | 04/2021 | 06/2022 |
| Sunderland Group | Fargo | ND | 06/2022 | Present |
| Simplicity Wealth | Fargo | ND | 11/2024 | Present |
| Creighton University | Fargo | ND | 01/2014 | 09/2020 |
Sunderland Group; licensed insurance agent; 2102 Great Northern Dr N, Fargo ND 58102; Involved with multiple verticals within Sunderland Groups Insurance business, I work directly with agents and consumers mostly with health insurance products but also life, annuity, LTC and others; 06/01/2022; Hours per month 160; investment related. Insurance sales. Dylan Sunderland; licensed insurance agent; 2102 Great Northern Dr N, Fargo ND 58102; Involved with multiple verticals within Sunderland Groups Insurance business, I work directly with agents and consumers mostly with health insurance products but also life, annuity, LTC and others; 06/01/2022; Hours per month 160; investment related; insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-25 |
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