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15750 Venture Lane, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-10-14 |
Branch Locations
5774 Blackshire Path, Inver Grove Heights, MN 55076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Lake Elmo | MN | 01/2015 | 04/2017 |
| Prestige Wealth Management | Lake Elmo | MN | 05/2014 | 09/2019 |
| Securities America, Inc. | Inver Grove Heights | MN | 09/2019 | 06/2024 |
| Usadvisors Wealth Management | Inver Grove Heights | MN | 10/2019 | Present |
| Osaic Wealth, Inc. | Inver Grove Heights | MN | 06/2024 | Present |
1. US ADVISORS WEALTH MANAGRMENT POSITION: Advisor NATURE: Advisory Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 09/01/2019 ADDRESS: 5774 Blackshire Path, Inver Grove Heights, MN 55076 DESCRIPTION: Advisory Services 2. WDN INC POSITION: President NATURE: S Corp company that has passive income from royaty income from mineral interests. Mineral interests are not activity traded. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2024 ADDRESS: PO Box 3129, Bismarck ND 58502, United States DESCRIPTION: Passive -monitor the division orders from oil companies and royalty payments into bank account. 3. WESLEY NORTON TRUST POSITION: Passive Owner NATURE: Family Farmland INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2021 ADDRESS: 1000 W Century Ave, Apt. 304, Bismarck ND 58503, United States DESCRIPTION: Passive 1/3 owner of inherited farmland 4. FMJ PARTNERSHIP LLC POSITION: President NATURE: LLC that holds mineral rights receiving royalties. Passive activity. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: PO Box 3129, Bismarck ND 58502, United States DESCRIPTION: My Mom owns the rights with other family members. Coordinate general activities of working with oil companies to sign Division Orders. Rights are not actively traded.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-29 |
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