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701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2015-10-15 |
| TX | RA | APPROVED_RES | 2015-01-01 |
| MN | RA | APPROVED | 2014-01-30 |
Branch Locations
701 Xenia Ave S Suite 250, Minneapolis, MN 55416-1029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Minneaplis | MN | 12/2005 | 06/2024 |
| Everest Financial Group, Llc | Golden Valley | MN | 12/2005 | Present |
| Osaic Wealth, Inc. | Minneapolis | MN | 06/2024 | Present |
1. DENNIS CHAN CORP -INSURANCE SALES - PRESIDENT - START DATE: 12/2005 - LOCATED AT 701 XENIA AVE S, SUITE 250, MINNEAPOLIS, MN 55416 - TIME SPENT: 10% FIXED INSURANCE AND MANAGEMENT CONSULTING 2. DENNIS CHAN CORPORATION POSITION: FINANCIAL ADVISOR NATURE: PROVIDE FIXED LIFE, DISABILITY AND LONG-TERM CARE INSURANCE AND FIXED ANNUITIES TO CLIENTS. INVESTMENT RELATED: YES NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 12/01/2005 ADDRESS: 701 XENIA AVE. S SUITE 250, MINNEAPOLIS MN 55416 DESCRIPTION: PROVIDE AND ADVISE CLIENTS ON FIXED LIFE, DISABILITY AND LONG-TERM CARE INSURANCE, AND FIXED ANNUITIES. 3. TIOW KENG CHAN POSITION: Property Owner NATURE: Townhome rental. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2016 ADDRESS: 2734 Wagon Wheel Trail, Chaska MN 55318 DESCRIPTION: Townhouse rental using a management company to manage. I am not involved in any of the operation. 4. EVEREST FINANCIAL GROUP LLC POSITION: Financial Advisor NATURE: Financial planning, advisory and asset management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 168 SECURITIES TRADING HOURS: 168 START DATE: 12/01/2005 ADDRESS: 701 Xenia Ave S Suite 250, Minneapolis MN 55416 DESCRIPTION: Financial planning and advisory, asset management. 5. MIAMI BEACH 5757 LLC POSITION: Owner NATURE: Real estate rental and service INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2024 ADDRESS: 5757 Collins Ave. #605, Miami Beach FL 33140, United States DESCRIPTION: I own this condo which is being rented out for income.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-20 |
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