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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ND | RA | APPROVED | 2025-08-06 |
| TX | RA | APPROVED_RES | 2025-07-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2022 | 01/2025 |
| Capital Credit Union | Bismarck | ND | 07/2022 | Present |
| Rod Skytland Insurance Agency, Inc | Mandan | ND | 03/2021 | 06/2022 |
| Kramer Chevrolet | Mandan | ND | 10/2015 | 01/2017 |
| Capital Credit Union | Bismarck | ND | 03/2017 | 03/2021 |
| Osaic Institutions, Inc. | Meriden | CT | 02/2025 | Present |
| Morgan Stanley | Bismarck | ND | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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