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475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-30 |
Branch Locations
2042 Wooddale Drive, Suite 250, Woodbury, MN 55125 • United States
475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 04/2013 | 02/2017 |
| Regulus Advisors, Llc | Kentwood | MI | 02/2017 | 08/2019 |
| Strategic Asset Preservation | Lake Elmo | MN | 05/2011 | 03/2020 |
| Brightpath Financial | Woodbury | MN | 05/2020 | Present |
| Simplicity Wealth | Summit | NJ | 06/2023 | Present |
| Paula Reynolds Ministry | Woodbury | MN | 05/2025 | Present |
1-BrightPath Financial, LLC - Investment Related - 2042 Wooddale Drive Suite 250 Woodbury Minnesota 55125 - Independent Insurance Agent - 09-01-2023 - selling Annuities, Life Insurance. I operate under BrightPath Financial, LLC. During trading hours: 2; Outside trading hours: 10 2-Paula Jean Reynolds - Independent Insurance Agent - Investment Related - 2042 Wooddale Drive Suite 250 Woodbury Minnesota 55125 - Licensed Independent Insurance Agent - 09-01-2023 - selling Annuities, Life Insurance. I operate under BrightPath Financial, LLC. During trading hours: 2; Outside trading hours: 10 3-Notary Public Commission; not investment related - 2042 Wooddale Drive Suite 250 Woodbury MN 55129; notary; 1989-08-28; During trading hours: 0; Outside trading hours: 0. 4-Woodbury Chamber- not investment Related Commerce Drive #285, Woodbury, MN 55125 - Woodbury Days Committee/Volunteer; 09-25-2024 - Woodbury Days is our Woodbury Fair. It last three days in August every year. We have the council members and then volunteers help at the event. The Council meets monthly for planning to improve and manage the event. During July/early August we meet every week. I operate under BrightPath Financial, LLC. During trading hours: 0 4-Woodbury Days Council-Not investment related- POBox 25042 Woodbury MN 55125; Council Member; 08/23/2024; approximate number of hours/month you devote to the other business-6 hrs. per month; number of hours you devote to the other business during securities trading hours-0;Incoming Chair for the Business Fair portion of the 3-day August Event held every year. 5-Eagle Brook Church-Not Investment related-111252 Eastview Road Woodbury MN 55129-Volunteer-11/18/202-approximate number of hours/month you devote to the other business-20 hrs. per month; number of hours you devote to the other business during securities trading hours-0;Volunteer Greeter, Baptism, Group Leader 6-Paula Reynolds Ministry-Not Investment related- 4761 Equine Trail, Woodbury, MN 55129-Marriage Officiant-5/28/2025-approximate number of hours/month you devote to the other business-1 hour per month; number of hours you devote to the other business during securities trading hours-0; I have recently become an ordained minister. This allows me to officiate wedding ceremonies upon request. This is a personal calling and a way for me to serve others during important life events. It is not a business activity and I do not solicit or promote this service as part of my financial practice. Availability is limited and done on a case-by-case basis, primarily for friends, family, or members of the local community.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-25 |
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