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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-10 |
| TX | RA | APPROVED_RES | 2023-08-10 |
Branch Locations
10451 Mill Run Circle Suite 400, Owings Mills, MD 21117 • United States
Westminster, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 03/2010 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 06/2010 | 08/2023 |
| Cri Securities, Llc | St Paul | MN | 09/2013 | Present |
| North Star Consultants, Inc | Baltimore | MD | 07/2014 | Present |
| North Star Resource Group | Washington | DC | 02/2017 | Present |
| Cetera Wealth Services, Llc | Baltimore | MD | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Elevation View Wealth Partners, Llc | Westminster | MD | 09/2025 | Present |
1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2. PHYSICIAN WEALTH ADVISORS LLC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2019 ADDRESS: , Baltimore MD , United States DESCRIPTION: Agent/Broker 3. STOP ALZHEIMERS NOW POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: , Austin TX , United States DESCRIPTION: Advisory Board 4. ADVENTURE TAILS, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 250 Lehman Lane, Oakland MD 21550, United States DESCRIPTION: Ownership of short-term vacation rental house. Marketed and managed by separate third party property management group; 5. NAME OF OTHER BUSINESS: BOOKING FREEDOM AI, LLC; INVESTMENT RELATED: NO; ADDRESS: 10451 MILL RUN CIR STE 400, OWINGS MILLS, MD 21117; NATURE OF BUSINESS: BOARD; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COORDINATE WITH VENDOR TEAMS & SHARE UPDATES & PROGRESS WITH OTHERS WHO ARE RUNNING INTO SIMILAR ISSUES; 6. NAME OF OTHER BUSINESS: ELEVATION VIEW WEALTH PARTNERS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-19 |
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