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15600 36Th Avenue North Suite 200, Plymouth, MN 55446 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-06-18 |
Branch Locations
15600 36Th Ave N Suite 200, Plymouth, MN 55446 • United States
15600 36Th Avenue North Suite 200, Plymouth, MN 55446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income Planning Group | Plymouth | MN | 12/2015 | 06/2021 |
| Wfg Investments Inc. | Plymouth | MN | 04/2016 | 08/2017 |
| Geneos Wealth Management | Plymouth | MN | 08/2017 | 12/2020 |
| Kure Advisory, Llc | Charlotte | NC | 06/2021 | Present |
Capital Asset Advisory Services; Investment Related; Start Date: 12/14/2015; 100 Hours per month (100 hrs/month during market hours); Haslett, MI; Advisor Assistant; Investment Adviser; Assist Investment Advisor and Clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-05 |
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