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4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
| TX | RA | APPROVED | 2025-08-07 |
| WI | RA | APPROVED | 2025-08-07 |
Branch Locations
4960 Miller Trunk Hwy #600, Hermantown, MN 55811 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lone Star Analysis | Addison | TX | 01/2018 | 04/2022 |
| Extended Post, Military Travel | Livingston | TX | 09/2017 | 12/2017 |
| United States Military | Carlisle | PA | 08/1987 | 08/2017 |
| Strategic Financial Concepts | San Antonio | TX | 05/2022 | 08/2025 |
| Align Financial, Llc | Hermantown | MN | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-03 |
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