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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-16 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Rock Island, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Rock Island | IL | 06/2019 | 03/2021 |
| Wells Fargo Bank, Na | Rock Island | IL | 09/2014 | 03/2021 |
| Modern Woodmen Of America | Rock Island | IL | 03/2021 | 06/2023 |
| Mwa Financial Services Inc | Rock Island | IL | 03/2021 | 06/2023 |
| Advanced Advisor Group, Llc | Cambridge | MN | 06/2023 | 03/2025 |
| Efs Advisors | Cambridge | MN | 06/2023 | 03/2025 |
| Advanced Advisor Group, Llc | Cambridge | MN | 03/2025 | Present |
| Efs Advisors | Cambridge | MN | 03/2025 | Present |
1) Residential rental property inv joint owner with husband 1/2015 8noninv 1inv property management including property maintenance, tenant placement and rent collection.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-12 |
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