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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Owatonna | MN | 04/2025 | 07/2025 |
| United Prairie Bank | Owatonna | MN | 12/2023 | 04/2025 |
| Ccf Bank | Faribault | MN | 05/2022 | 12/2023 |
| United States Postal Service | Kasson | MN | 10/2019 | 02/2022 |
| Daikin Applied | Faribault | MN | 05/2019 | 08/2019 |
| Sanson Enterprise | West Concord | MN | 05/2018 | 05/2019 |
| Full-Time Education/College | St. Paul | MN | 05/2015 | 05/2018 |
| Unemployed | Kenyon | MN | 02/2022 | 05/2022 |
| Osaic Wealth, Inc. | Owatonna | MN | 07/2025 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Pfg Advisors | Owatonna | MN | 03/2026 | Present |
1.) UNITED PRAIRIE FINANCIAL NETWORK - JR FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - OWATONNA, MN - SINCE 03/2025 -INVESTMENT RELATED 2.) PFG ADVISORS, LLC - IAR - REGISTERED INVESTMENT ADVISOR - OWATONNA, MN - SINCE 03/2025 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-24 |
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