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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| MN | RA | APPROVED | 2018-11-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Consultants | Rochester | MN | 06/2012 | Present |
| Signator Investors, Inc. | Rochester | MN | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Rochester | MN | 11/2018 | Present |
1. ADVANCED FINANCIAL CONSULTANTS- SECURITIES POSITION: Investment Advisor Representative NATURE: securities name for sales and servicing INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2012 ADDRESS: 2770 Commerce Dr NW, Rochester MN 55901, United States DESCRIPTION: Discuss investment options 2. ADVANCED FINANCIAL CONSULTANTS- FIXED INS POSITION: Insurance Agent NATURE: Insurance sales & servicing INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 05/01/2012 ADDRESS: 2770 Commerce Dr NW, Rochester MN 55901, United States DESCRIPTION: Fixed Insurance Sales 3. THE ALPHA TEAM POSITION: Senior Manager / Partner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2023 ADDRESS: 2770 Commerce Dr NW, Rochester MN 55901, United States DESCRIPTION: We created this LLC as a means to split expenses, hire shared staff, and purchase books of business in the future. My specific role is to operate & manage our staff when the time comes. I provide financial advising services to my clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-26 |
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