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18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-23 |
Branch Locations
4830 W. Kennedy Blvd. Suite 600, Tampa, FL 33609 • United States
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Minneapolis | MN | 03/2017 | Present |
| Msi Financial Services | Minnetonka | MN | 07/2016 | 03/2017 |
| Massmutual Life Insurance Co | Minneapolis | MN | 03/2017 | 04/2025 |
| Unemployed | Minneapolis | MN | 04/2025 | 08/2025 |
Andrew will work as an insurance agent as part of his employment at TW (Trajan Wealth Insurance Solutions). This will comprise approx. 30 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-15 |
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