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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-10 |
| CA | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED | 2023-08-10 |
Branch Locations
6720 N Scottsdale Rd St 290, Scottsdale, AZ 85253 • United States
Ten Governor 5075 Shoreham Pl, Suite 260, San Diego, CA 92122 • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 01/2006 | 08/2023 |
| North Star Consultants, Inc | Phoenix | AZ | 01/2006 | Present |
| Securian Financial Services, Inc | St Paul | MN | 01/2006 | 08/2023 |
| Cri Securities, Llc | St Paul | MN | 01/2006 | 10/2021 |
| Stephanie Tsang Consulting | Scottsdale | AZ | 01/2020 | 04/2020 |
| Cetera Wealth Services, Llc | San Diego | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| North Star Resource Group | Phoenix | AZ | 08/2023 | Present |
| Integra Partners Llc | Show Low | AZ | 12/2021 | Present |
| Four Palms Senior Living Llc | Glendale | AZ | 07/2026 | Present |
1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: INTEGRA PARTNERS LLC; INVESTMENT RELATED: NO; ADDRESS: 2721 W VILLA LOOP DRIVE, SHOW LOW, AZ 85901; NATURE OF BUSINESS: VACATION RENTAL PROPERTY; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: VACATION RENTAL THAT IS BEING RENTED OUT; 4. NAME OF OTHER BUSINESS: ARIZONA HEALTHCARE REFERRAL COLLABORATIVE; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT PLAN SERVICES; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: REFERER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CONNECTING INDIVIDUALS IN THE MEDICAL COMMUNITY TO TRUSTED PROFESSIONAL RESOURCES; 5. NAME OF OTHER BUSINESS: FOUR PALMS SENIOR LIVING LLC; INVESTMENT RELATED: NO; ADDRESS: 5929 W GREENBRIAR DR, GLENDALE, AZ 85308; NATURE OF BUSINESS: ASSISTED LIVING FACILITY; START DATE: 7/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEWING FINANCIALS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-15 |
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