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920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-08-17 |
| GA | RA | APPROVED | 2026-08-17 |
| NM | RA | APPROVED | 2026-08-17 |
| AL | RA | APPROVED | 2026-08-15 |
| AR | RA | APPROVED | 2026-08-15 |
| CO | RA | APPROVED | 2026-08-15 |
| MN | RA | APPROVED | 2026-08-15 |
| MO | RA | APPROVED | 2026-08-15 |
| NC | RA | APPROVED | 2026-08-15 |
| TX | RA | APPROVED | 2026-08-15 |
| WI | RA | APPROVED | 2026-08-15 |
Branch Locations
Stillwater, MN • United States
920 Cassatt Road Suite 202, Berwyn, PA 19312 • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
| AZ | RA | APPROVED | 2025-02-11 |
| AL | RA | APPROVED | 2025-01-22 |
| AR | RA | APPROVED | 2025-01-22 |
| CA | RA | APPROVED | 2025-01-22 |
| CO | RA | APPROVED | 2025-01-22 |
| MO | RA | APPROVED | 2025-01-22 |
| NM | RA | APPROVED | 2025-01-22 |
| TX | RA | APPROVED | 2025-01-22 |
| GA | RA | APPROVED | 2024-05-16 |
| NC | RA | APPROVED | 2024-05-13 |
| WI | RA | APPROVED | 2024-04-26 |
| MN | RA | APPROVED | 2013-11-01 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Stillwater, MN • United States
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-11-01 |
Branch Locations
1995 East Rum River Drive S., Cambridge, MN 55008 • United States
Stillwater, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Advisor Group, Llc | Cambridge | MN | 08/2009 | Present |
| Efs Advisors | Cambridge | MN | 08/2009 | Present |
1) President of the Sigma Nu Holding Association 5/1/19; role deals with managing real property for the benefit of a local fraternity chapter, oversees budget, licensing, and provide guidance to active members. Not investment related and spends a half hour per month, none during trading hours. 2) Little Whitefish Cafe LLC, noninv, Stillwater MN, Cafe, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of Cafe with spouse operates the business. 3) You Betcha Group LLC, noninv, Stillwater MN, Land holding, Owner, 07/15/2022, 0 inv 1 noninv hrs/mo, owner of business which is a land holding company. 4) Boat Launch LLC, noninv, Stillwater MN, Boat Slip rental, Owner, 07/15/2022, 0 inv/noninv hrs/mo, owner of boat launch which is located at Little Whitefish Report that spouse operates. 5) Little Whitefish Resort LLC, noninv, Stillwanter MN, resort, Owner, 07/15/2022, 0 inv 7 noninv hrs/mo, owner of family resort and spouse operates. 6) Little Whitefish Lake Association, noninv, Garrison MN, Homeowners Lake Association, Vice President, 07/06/2024, 0 inv 1 noninv hrs/mo, Vice President duties for Lake Association, No Compensation 7) The Limborg Group - IAR, Stillwater MN, 160 hr/month, 8.14.26, owner 8) Great Valley Advisor Group LLC - RIA, 8.14.26, Investment Advisor, 160 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-09-18 |
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