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51 Madison Avenue, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cole Capital Corporation | Phoenix | AZ | 01/2007 | 12/2016 |
| Equity Fund Advisors | Phoenix | AZ | 01/2007 | 12/2016 |
| Valic Financial Advisors, Inc. | Miami | FL | 05/2017 | 08/2021 |
| Unemployed | Miami | FL | 12/2016 | 05/2017 |
| Fidelity Investments | Dunwoody | GA | 08/2021 | 01/2022 |
| Concorde Investment Services, Llc | Livonia | MI | 03/2022 | 08/2022 |
| Bangerter Financial Services, Inc. | Roseville | CA | 03/2022 | 08/2022 |
| Edward Jones | St. Louis | MO | 12/2022 | 03/2023 |
| Unemployed | Los Angeles | CA | 08/2022 | 12/2022 |
| Securian Financial | St. Paul | MN | 03/2023 | 06/2024 |
| New York Life Investments | St. Paul | MN | 06/2024 | Present |
Wanderess Luxury Travel; 2136 Ford Parkway, Ste 5023, St Paul, MN 55116; travel agent; CEO & Founder; LLC set up business has not been officially launched.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-20 |
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