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200 Southdale Center, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-23 |
| TX | RA | APPROVED | 2022-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Finanical Group Inc | Rochester | MN | 01/2014 | Present |
| Star Capital Inc. | Rochester | MN | 07/2014 | Present |
1)STRATEGIC TAX & RETIREMENT; DBA; 0% OWNERSHIP; 5% TIME SPENT; 5% COMP; EMPLOYEE; REGISTERED REP; INDEFINITE. 2)TIMOTHY R. MERRILL JR.; SOLE PROPRIETOR; INSURANCE: LIFE/HEALTH; 100% OWNERSHIP; 5% TIME SPENT; 5% COMP; AGENT; PROVIDE INSURANCE SOLUTIONS TO SUITABLE CLIENTS; INDEFINITE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-17 |
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