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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-27 |
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
1801 Greenview Dr Sw, Suite 104, Rochester, MN 55902 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | MN | 03/2010 | 04/2017 |
| Securities Service Network | Rochester | MN | 04/2017 | 09/2020 |
| Ssn Advisory, Inc | Rochester | MN | 04/2017 | 09/2020 |
| Securities America, Inc. | Rochester | MN | 09/2020 | 06/2024 |
| Securities America Advisors, Inc. | Rochester | MN | 09/2020 | 06/2024 |
| Osaic Wealth, Inc. | Rochester | MN | 06/2024 | Present |
1. Admiral Financial (this is a DBA) -3265 19th St NW, #300, Rochester, MN 55901 - 04/2017 start date - Investment related - DBA - DBA for securities business - DBA - 160 hrs/mo trading 2. Jason Bressler -3265 19th St NW, #300, Rochester, MN 55901 - 04/2017 start date - NIR - Sell fixed insurance - Insurance sales - Sole Prop - 1 hrs/mo trading 3. SAVED BY GRACE INC POSITION: President NATURE: retail sales of sports cards, dog and horse breeding INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 1801 Greenview Drive SW #104, Rochester MN 55092 DESCRIPTION: buy and resell sports cards. Daily activities to take care of dogs and horses on a daily basis for the purposes of breeding and selling puppies or foals. 4. N/A POSITION: successor POA NATURE: I am the successor POA on my mother's and father's Durable Power of Attorney INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/07/2017 ADDRESS: 15151 304th Street, Spring Valley MN 55975 DESCRIPTION: will be able to transact financial matters for either of them should they and the Primary successor become incapacitated (currently I am just listed as successor and not acting in any manner). 5. FAMILY ASSET PROTECTION, INC POSITION: insurance agent NATURE: fixed insurance, life insurance, long-term care insurance sales and service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/07/2018 ADDRESS: 4010 Autumn Lake Court SW, Rochester MN 55902, United States DESCRIPTION: sales and service of the existing book of business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-01 |
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