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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Choice Financial Resource Group | Zimmerman | MN | 01/2000 | Present |
| Sii Investments | Appleton | WI | 12/2001 | 10/2017 |
| Securities America, Inc. | Zimmerman | MN | 10/2017 | 06/2024 |
| Securities America Advisors | Zimmerman | MN | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Zimmerman | MN | 06/2024 | Present |
1. FIRST CHOICE FINACIAL RESOURCE GROUP LTD POS: sales NATURE: sale of life and disability insurance and investments INVEST RELATED: Yes #HRS: 160 SECURITIES TRADING HOURS: 160 START DATE: 12/31/9999 ADDRESS: 27863 141 st nw, Zimmerman MN 55398 DESCRIPTION: selling insurance and fixed and fixed index products and equities 2. GLOBAL FINGER PRINTS POSITION: Country Coordinator NATURE: Role of the Country Coordinator 1. Serve as the liaison between Site Coordinators, Program Managers, Division Leadership, the GF Lead Team, and National Office staff. 2. Support division goals through regular communication, coaching, site visits, and monthly reporting. 3. Oversee financial reporting, grant reporting, and grant agreement compliance. 4. Ensure accurate child records, sponsor communications, and timely status updates. 5. Support Program Managers in building and leading effective site teams. 6. Ensure site compliance with GlobalFingerprints mission, vision, standards, and staff training requirements. 7. Assist site leadership in resolving ministry and operational challenges. 8. Promote staff spiritual development and care. 9. Support sponsorship growth by promoting children in need of sponsors, raising funds for site development, communicating with sponsors, and sharing site stories through newsletters, conferences, blogs, and other publications. INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 901 East 78th Street, Minneapolis MN 55420-1300, United States DESCRIPTION: Role of the Country Coordinator 1. Provides leadership and connection between Site Leader, Program Manager, Division Leadership, GF Lead Team, and RG National Office Support Staff a. Works together with Division Leadership to support Division level goals b. Meets monthly with Program Manager, using Monthly Program Manager Report Form as basis for talking points c. Visits GF site to provide encouragement, training support, accountability, and build relationships with GF staff d. e. Forwards Monthly Program Manager Reports, together with notes to the GF Lead Team and Division Leadership f. Participates in monthly Skype meeting with GF Lead Team 2. Provides accurate and timely accounting and reporting to GF Financial Officer and Division Leadership a. Monthly financial reports b. Annual Grant Report c. Tri-Annual Grant Agreement signing 3. Provides oversite of GF Admin for their assigned site a. Reviews child intake information for accuracy and completeness b. Reviews and approves child/sponsor communication c. Ensures that child change of status is reported promptly d. Communicates child change of status with sponsors and works to maintain and reassign sponsors to new child when appropriate 4. Supports, encourages, and assists Program Manager to build a strong site team for the development and execution of program. 5. Ensures site implementation of GF mission and vision 6. Ensures all staff is trained in Global Fingerprints Program Standards and tools necessary to meet child needs. 7. Helps Site Leadership team trouble-shoot issues that arise relative to the ministry. 8. Ensures that there is spiritual training and care for the staff. 9. U.S. promotion of children that need sponsors on their site a. Promotes GF story and need for sponsors to individuals and churches that support RG staff within the Division b. Raises start-up funds for new sites and program development, and expansion of sites c. Sends out site newsletter to child sponsors two times year d. Participates at EFCA District Conferences to promote both specific site and over-all GlobalFingerprints work. e. Provides stories for the blog and other publications
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-17 |
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