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Bloomington, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Combined Benefits Corp | Bloomington | MN | 09/1984 | Present |
| Wealth Planning Systems, Llc | Bloomington | MN | 03/2010 | Present |
| Usta Tennis Official | Bloomington | MN | 08/2013 | Present |
| James J. Robertson Agency | Bloomington | MN | 09/1984 | Present |
| Innovation Partners, Llc | Charlotte | NC | 12/2015 | Present |
1) COMBINED BENEFITS CORP; 6201 AUTO CLUB ROAD, BLOOMINGTON, MN 55438; VICE PRESIDENT; FINANCIAL SERVICES; START 09/1984; 70 HRS/MO; 670 HRS/MO DURING TRADING. 2)WEALTH PLANNING SYSTEMS, LLC; 6201 AUTO CLUB RD, BLOOMINGTON, MN 55438; OWNER; FINANCIAL SERVICES; START 09/1984; 20 HRS/MO. 3) UNITED STATES TENNIS ASSOCIATION (USTA) NORTHERN SECTION; NONINVT REL; TENNIS; TENNIS UMPIRE/OFFICIAL; START 08/2013; 10 HRS/MO; CHAIR UMPIRE & ROVING OFFICIAL. 4) INNOVATION PARTNERS, LLC; CHARLOTTE NC; INVRELATED; REGISTERED REPRESENTATIVE; START 12/2015; 100 HRS/MO; 5HRS/MONTH TRADING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-20 |
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