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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St. Paul | MN | 03/2015 | 08/2023 |
| Securian Financial Services Inc | St. Paul | MN | 09/2018 | 08/2023 |
| Bestprep Mbv Advisory Board | Brooklyn Park | MN | 10/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
MINNESOTA STATE UNIVERSITY, MANKATO POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/02/2022 ADDRESS: 6417 Penn Ave S., Suite 8, Minneapolis MN 55423, United States DESCRIPTION: I was asked to go through the Customer Experience Certificate Program as part of the executive education suite with Minnesota State University, Mankato. Following the 8 week course they offered me a position to serve on the advisory board to improve the program and provide feedback over a one year term. BESTPREP MBV ADVISORY BOARD POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/11/2022 ADDRESS: 7100 Northland Cir N, Brooklyn Park MN 55428, United States DESCRIPTION: I serve on the advisory board for non-profit BestPrep's Minnesota Business Venture summer business camp. This board aims to make improvements, promote, and execute on summer camps that are geared toward high school students to increase their interest and knowledge in financial literacy and business careers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-25 |
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