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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2023-09-01 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Select Financial Services, Ltd | Fargo | ND | 09/1998 | Present |
| American General Securities Incorporated | Fargo | ND | 06/1999 | Present |
| Sagepoint Financial, Inc. | Phoenix | AZ | 01/2009 | 09/2023 |
| Osaic Wealth, Inc. | Fargo | ND | 09/2023 | Present |
1. MAXX MEDIA GROUP, LLC POSITION: NON NATURE: LLC INVESTMENT RELATED: NO NUMBER OF HOURS: 0 INVESTMENT RELATED HOURS: 0 START DATE: 11/02/2014 ADDRESS: 9532 STATE ROAD, UNIT B, PHILADELPHIA PA 19114 DESCRIPTION: I DO NOTHING. I AM NOT INVOLVED THE MANGEMENT OR DAY TO DAY OPERATIONS OF THE COMPANY. 2. SWISH PROPERTIES, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/08/2015 ADDRESS: 1155 13th Ave s, Fargo ND 58103 DESCRIPTION: Rent properties and collect rent 3. STREMICK AND JOHNSON POSITION: Managing Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 12/21/2010 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Own and operate farming and ranching operations throughout the US and Canada as well as purchase and disposal of farm and ranch land and mineral leases 4. SELECT FINANCIAL SERVICES, LTD POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/21/2010 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Insurance services of all types 5. FIVE STAR POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2003 ADDRESS: DESCRIPTION: Owner's duties 6. NORTH DAKOTA EDUCATIONAL SEMINARS POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 7 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: Teach educational financial seminars for North Dakota State University 7. STEVIN STREMICK POSITION: Owner NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2003 ADDRESS: 1155 13th Ave South, Fargo ND 58103, United States DESCRIPTION: I analyze pro forma analysis to determine optimal cash flow, assist with manufacturing processes and methodologies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-05 |
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