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Current Employers
Md Financial Advisors / Vestment Financial

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-01-26
MN RA APPROVED 2015-01-09
  • TX RA
    APPROVED
    Since 2015-01-26
  • MN RA
    APPROVED
    Since 2015-01-09

Branch Locations

7935 Stone Creek Drive Suite 120, Chanhassen, MN 55317 • United States

Corcoran, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Md Financial / Vestment Financial Chanhassen MN 08/2013 Present
  • 08/2013 → Present
    Md Financial / Vestment Financial
    Chanhassen, MN
Previous Registrations
Other Businesses

NAME OF OBA: CONSULTING; ADDRESS OF OBA: CORCORAN, MN 55340; NATURE: CONSULTING SURVEYS DONE ONLINE; INVESTMENT RELATED: YES; TITLE WITH OBA: CONSULTANT; DUTIES: ANSWER SURVEYS FOR FINANCIAL SERVICES; START DATE: 01/01/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-12
  • S66 Uniform Combined State Law Examination
    2008-03-12
Other Names
  • Josh Bradford Lantz

View on SEC IAPD

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