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1401 4Th St Ne, Watertown, SD 57201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Sioux Wealth Management | Watertown | SD | 02/2025 | Present |
| Reliabank Insurance | Watertown | SD | 09/2024 | 02/2025 |
| Aflac | Watertown | SD | 05/2024 | 08/2024 |
| South Dakota State University | Held | SD | 08/2020 | 05/2024 |
| Cattail Crossing Golf Course | Watertown | SD | 04/2020 | Present |
| First Bank And Trust | Brookings | SD | 08/2023 | 04/2024 |
| Lenards Agency | Watertown | SD | 05/2023 | 08/2023 |
| Zesto Drive Inn | Watertown | SD | 03/2017 | 08/2018 |
| Watertown School District | Watertown | SD | 07/2015 | 05/2020 |
1) Cattail Crossing Golf Course (City of Watertown); Not investment-related; Address: 351 S Lake Dr, Watertown, SD 57201; Nature of other business: Golf Course; Position: Part-Time Cook/Server/Customer Service; Start date: 04/2020; Approx. hours per month: 0-10,; Duties: I previously worked here in the summers and agreed to help when needed, which is very occasional.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-18 |
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