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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-10-14 |
Branch Locations
Sherrills Ford, NC • United States
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Focus Financial | Burnsville | MN | 09/2024 | Present |
| Osaic Wealth Inc. | Burnsville | MN | 06/2025 | Present |
| Mass Mutual | Miami | FL | 02/2022 | 09/2024 |
| Goosehead Insurance Agency | Sherrills Ford | NC | 02/2017 | 02/2022 |
| Sun-Kissed Gardens | Sherrills Ford | NC | 01/2001 | 02/2017 |
1.) Focus Financial; Yes; 1300 Godward Street NE, Suite 5500 Minneapolis, MN; Enrolled Agent / Paraplanner; 09/2024; 160 hrs. ; 130 hrs. ; meeting preparation - creating and monitoring workflows - tax and financial plan review and analysis 2.) Osaic Wealth Inc; Yes; 1500 McAndrews Rd W Ste 210 Burnsville MN; Enrolled Agent; 06/2025; CONFIRM NUMBER OF HOURS PER MONTH TRADING / NON-TRADING HOURS 3) FOCUS FINANCIAL NETWORK INC. POSITION: Registered Assistant NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/06/2025 ADDRESS: 1500 McAndrews Rd W, Ste 210, Burnsville MN 55337, United States DESCRIPTION: Prepare Schwab Documents Meeting Preparation Move Money/ Authorizations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-06 |
| S65 | Uniform Investment Adviser Law Examination | 2022-07-02 |
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