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796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2020-06-05 |
Branch Locations
796 Bielenberg Dr. Suite 103, Woodbury, MN 55125-1412 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Callahan Financial Planning | Woodbury | MN | 04/2008 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 03/2018 |
| Advisornet Wealth Management Dba Pine Grove Financial Group | Minneapolis | MN | 08/2012 | 03/2018 |
| Advisornet Wealth Management Dba Pine Grove Financial Group | Woodbury | MN | 03/2018 | 07/2020 |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 04/2018 | 08/2021 |
| Pine Grove Financial Group | Woodbury | MN | 03/2020 | Present |
1. Pine Grove Financial Group. Investment Related. 635 Bielenberg Drive, Woodbury, MN 55125. Financial Planning. Director of Investment Management. Start 4/2008. 160 Hrs/Mo; 130 Hrs During Trading Hours. Financial Planning and Portfolio Management. 2. UNION GOSPEL MISSION. Not Investment Related. 77 East 9th Street, St Paul MN 55101. Charity. Volunteer. Start 9/2016.0-5 hours per month, some during trading. Distributing food, organizing donations, etc. 3.MY TEAM TRIUMPH - MINNESOTA. Not Investment Related. 929 PORTLAND AVE, #1808, MINNEAPOLIS, MN 55404. Non-Profit. Angel. Start 8/2017. 1-3 hours per month not during trading. Push cart containing disabled person in endurance events.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-06 |
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