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1688 White Circle Nw, Marietta, GA 30066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-06 |
Branch Locations
12940 Harriet Ave S Ste 260, Burnsville, MN 55337 • United States
101 Jefferson Blvd, Big Lake, MN 55309 • United States
10078 Flanders Ct Ste 140, Blaine, MN 55449 • United States
2 Carlson Parkway N Ste 220, Plymouth, MN 55447 • United States
1688 White Circle Nw, Marietta, GA 30066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Impact Partnership Wealth, Llc | Marietta | GA | 02/2025 | Present |
| Bear Market Financial Services, Llc | Plymouth | MN | 12/2021 | Present |
| Financial Independence Group, Inc | Cornelius | NC | 06/2018 | 04/2021 |
| The Revolution Fmo, Llc | Henderson | NV | 05/2014 | 06/2018 |
| Jacobs Financial Services | Maple Grove | MN | 04/2021 | 12/2021 |
Bear Market Financial Services, LLC; Yes Investment Related; 2 Carlson Pkwy N, Ste 220 Plymouth, MN 55447; Insurance based products; President; 12/2021; 40hrs/Mo; 36hrs/Mo during Securities Trading hours; Meets with clients to discuss their needs and retirement goals and objectives.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-30 |
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