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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
| IL | RA | APPROVED | 2025-03-14 |
| OR | RA | APPROVED | 2025-03-04 |
| IA | RA | APPROVED | 2025-02-28 |
| CO | RA | APPROVED | 2025-02-27 |
| GA | RA | APPROVED | 2025-02-27 |
| MT | RA | APPROVED | 2025-02-27 |
| SC | RA | APPROVED | 2025-02-27 |
| SD | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED_RES | 2025-02-27 |
| WA | RA | APPROVED | 2025-02-27 |
| WI | RA | APPROVED | 2025-02-27 |
| CA | RA | APPROVED | 2025-02-26 |
| AZ | RA | APPROVED | 2024-07-31 |
| NY | RA | APPROVED | 2024-05-23 |
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
11599 Robinson Dr. Nw, Coon Rapids, MN 55433 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-04 |
Branch Locations
11599 Robinson Dr., Nw, Coon Rapids, MN 55433 • United States
1995 East Rum River Drive S., Cambridge, MN 55008 • United States
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 |
|---|---|---|---|---|
| Advanced Advisor Group, Llc | Cambridge | MN | 08/2008 | Present |
| Efs Advisors | Cambridge | MA | 08/2008 | Present |
DOALITTLEGELT. START DATE 01/2005. APPROX 2 HOURS PER MONTH. 0 HOURS DURING BUSINESS HOURS.******INVESTMENT CLUB MEMBER******BBW LLC, part-owner in an apartment complex, also treasurer for the LLC; began 09/2017; 0 hours per month during trading hours and not investment-related*****Coalition of the Willing (COW) LLC, 14% part-owner in an apartment complex, began in 2004; 0 hours per month during trading hours and not investment-related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-26 |
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