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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2018-12-17 |
Branch Locations
51 Broadway N, Suite 150, Fargo, ND 58102 • United States
3189 Ace Allen Way S, Fargo, ND 58104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alerus Financial | Fargo | ND | 03/2014 | Present |
| Alerus Securities | Fargo | ND | 04/2014 | 12/2018 |
| Infinex Investments, Inc. | Meriden | CT | 12/2018 | Present |
1.)PRIMARILY EMPLOYED BY ALERUS FINANCIAL IN FARGO, ND, INVESTMENT RELATED, SINCE 03/2014. Yes, Investment related. SPENDS 95% OF TIME ASSISTING WEALTH MANAGEMENT EMPLOYEES IN WORKING WITH CLIENTS. WILL BE A PRIMARY CONTACT FOR INSURANCE AND MUTUAL FUND RELATED PRODUCTS FOR THOSE CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-04-05 |
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