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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-27 |
Branch Locations
102 Heritage Valley Dr, Sewell, NJ 08080-1764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Maccabees Life Ins Co | Southfield | MI | 11/1993 | 02/2018 |
| Edward D. Jones & Co., L.P. | St. Louis | MO | 07/1999 | 01/2018 |
| Lpl Financial Llc | Sewell | NJ | 03/2018 | 03/2026 |
| Ameriprise Financial Services Llc | Washington Township | NJ | 03/2026 | Present |
Independent Insurance Brokering; Brighthouse; 10/01/2019; Long Term Care / National Life of Vermont; 10/01/2019; Term Life, Universal Life. Business Ownership; Maxwell Forsman Investment Services Inc; Co-owner; Practice Management and running the business; 102 Hertage Valley Drice, , Sewell, NJ, 08080; Investment-Related; 01/25/2018; 60 hours per month; 60 during trading hours. Outside Employment; Maxwell Forsman Investment Services Inc; Financial Advisor; Outside Employment; 102 Hertage Valley Drice, , Sewell, NJ, 08080; Investment-Related; 03/27/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-02 |
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