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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-01-18 |
Branch Locations
Historic Central School 10 Nw 5Th St, Ste 212A, Grand Rapids, MN 55744 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2015 | 06/2018 |
| Ameriprise Financial Services Inc | Bemidji | MN | 06/2018 | 01/2023 |
| Golden State Equity Partners | Bemidji | MN | 01/2023 | Present |
| Mark Sand & Gravel Co. | Fergus Falls | MN | 02/2024 | 04/2025 |
RIA Golden State Equity Partners, LLC Independent Insurance Brokering; American General Insurance; September 2018; Universal Life, Term Life, Whole Life, Long Term Care, Disability Income, Health, Group, Fixed Annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-13 |
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