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Shorewood, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-07-01 |
| MN | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services, Inc | St Paul | MN | 05/2015 | 08/2017 |
| Minnesota Life Insurance Company | St Paul | MN | 05/2015 | 08/2017 |
| North Star Consultants, Inc | St Cloud | MN | 05/2015 | 08/2017 |
| Cri Securities, Llc | St Paul | MN | 05/2015 | 08/2017 |
| Jacobs Financial | St. Cloud | MN | 08/2013 | 08/2017 |
| Advisornet Financial Inc. Dba Jra Financial | Maple Grove | MN | 08/2017 | 03/2020 |
| Cetera Advisor Networks | Maple Grove | MN | 08/2017 | 11/2020 |
| Advisornet Wealth Management | Maple Grove | MN | 08/2017 | 11/2020 |
| Advisornet Financial Inc. Dba Advisornet Financial Partners | Maple Grove | MN | 04/2019 | 11/2020 |
| Global Retirement Partners, Llc | San Rafael | CA | 11/2020 | 06/2024 |
| Wellth Advisory Services, Llc | Shorewood | IL | 06/2024 | Present |
Business Name: The Plan Sponsor Roundtable (TPSR) Investment Related: No Address: 20891 Monterey Ave., Prior Lake, MN. Nature of Business: Education forum for those managing and overseeing group retirement plans. Position, Title or Relationship: Associate Instructor.Start Date: March 2021. Hours per month: 0 - 5. Hours per month during trading hours: 0 - 5. Duties: Teach best practices for overseeing and managing group retirement plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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