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Edina, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-05-29 |
| MN | RA | APPROVED | 2026-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jackson National Life Insurance | Nashville | TN | 05/2016 | 09/2016 |
| Jackson National | Nashville | TN | 02/2017 | 01/2021 |
| Unemployed | Denver | CO | 10/2016 | 12/2016 |
| Gqg Partners Llc | Nashville | TN | 01/2021 | 07/2021 |
| Foreside Fund Services, Llc | Nashville | TN | 03/2021 | 08/2021 |
| Pacer Financial, Inc. | Malvern | PA | 08/2021 | 04/2023 |
| Cantor Fitzgerald & Co. | St. Louis Park | MN | 05/2023 | 01/2024 |
| Cetera Advisors Llc | St. Cloud | MN | 02/2024 | 05/2026 |
| Mm-As, Llc | Houston | TX | 08/2022 | Present |
| Cetera Investment Advisers Llc | St. Cloud | MN | 03/2024 | 05/2026 |
| Swan Wealth Mangement Llc | Edina | MN | 04/2024 | Present |
| Cantor Fitzgerald Investment Advisors | St. Louis Park | MN | 12/2023 | 01/2024 |
| Swan Wealth Management Llc | Edina | MN | 01/2026 | Present |
| Polar Insure | St. Louis Park | MN | 08/2026 | Present |
| Swan Tax Services Llc | Edina | MN | 04/2024 | Present |
(1) Swan Tax Services LLC; No; Edina, MN; Tax Preparer; 04/2024; 2% of time spent on this activity (2) MM-AS, LLC; No; Houston, TX; Real Estate Investment; Co-Owner; 08/2022; 2% of time spent on this activity (3) Polar Insure; Yes; St. Louis Park, MN; Insurance Agent; 08/2026; 3% of time spent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-08 |
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