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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-23 |
| MN | RA | APPROVED | 2018-08-15 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Consultants, Inc | Bloomington | MN | 03/2015 | 08/2018 |
| Securian Financial Services, Inc | St Paul | MN | 03/2015 | 08/2018 |
| Cri Securities, Llc | St Paul | MN | 03/2015 | 08/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 03/2015 | 08/2018 |
| Integrated Equity Management, Inc | Bloomington | MN | 03/2015 | Present |
| Commonwealth Financial Network | Waltham | MA | 08/2018 | Present |
Fixed insurance sales; as of 08/15/2018; Approximately 25% time spent during securities trading hours per month; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-13 |
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