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1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-02-16 |
Branch Locations
1905 Wayzata Blvd Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Grand Rapids | MI | 01/2022 | 10/2023 |
| Ross Business Solutions, Llc | Logansport | IN | 01/2014 | 01/2022 |
| Fiat Wealth Management | Wayzata | MN | 10/2023 | Present |
| Ross Financial Alliance | Logansport | IN | 01/2022 | 09/2023 |
1.) LegalShield; Not Investment Related; Lebanon, IN; Voluntary Employee Benefits; Sales/Business Solutions Specialist; Start Date 01/2014; Approx. 3 hours/month with 1 hour/month devoted during trading hours; Maintain existing groups if needed. Field calls and enroll people into plan when they inquire, collect residual income
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-17 |
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