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Current Employers
Lottsa Financial Services, Inc.

400 19Th Ave. So., Minneapolis, MN 55454 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-16
MN RA APPROVED 2022-02-24
  • TX RA
    APPROVED
    Since 2024-02-16
  • MN RA
    APPROVED
    Since 2022-02-24

Branch Locations

400 19Th Ave. So., Minneapolis, MN 55454 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lottsa Financial Services, Inc. Minneapolis MN 01/2022 Present
Lottsa Financial Services, Inc. Minneapolis MN 04/2015 Present
Lottsa Tax And Accounting Services, Inc. Minneapolis MN 01/2013 Present
Snp Enterprises Llc Minneapolis MN 06/2011 10/2017
Other Businesses

I am currently employed by Lottsa Tax and Accounting Services, Inc. The business is not investment-related. The address is 400 - 19th Avenue South, Minneapolis, MN 55454. I am involved with preparing tax returns and related activities. My position is tax preparer. Scott Beers is majority shareholder in Lottsa Tax & Accounting Services as well as Lottsa Financial Services. I began work at Lottsa Tax & Accounting Services as a seasonal staff person from January through April 2013. I returned to work there as a permanent employee beginning in January 2015 and have been employed by Lottsa Tax & Accounting Services since. I devote an average of 80 hours/month to this business. I devote an average 1.5 hours per day to this business during securities trading hours. My duties include preparing, reviewing, and signing tax returns, running payroll, supervising and hiring other staff members, serving as tech support, performing tax projections, and occasionally filing Sales Tax reports and doing Quickbooks/bookkeeping work.

Designations

View on SEC IAPD

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