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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-03 |
Branch Locations
2586 7Th Ave E #304, North St Paul, MN 55109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 07/2022 | 10/2025 |
| Gallagher Financial Services | North Saint Paul | MN | 07/2022 | Present |
| Lendsmart Mortgage | Shoreview | MN | 09/2020 | Present |
| Marine Credit Union | La Crosse | WI | 01/2020 | 04/2020 |
| Best Buy | La Crosse | WI | 06/2018 | 12/2019 |
| Johnson And Stern Tax Solutions | Madison | WI | 01/2021 | Present |
| University Of Wisconsin La Crosse | La Crosse | WI | 01/2016 | 12/2016 |
| J Mar Construction | Stillwater | MN | 04/2020 | 09/2020 |
| Vector Marketing | Olean | NY | 03/2016 | Present |
| Osaic Wealth Inc | North St Paul | MN | 10/2025 | Present |
1. JOHNSON & STERN TAX SOLUTIONS POSITION: Tax Preparer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1509 Longview St, Madison WI 53704, United States DESCRIPTION: Tax Preparer 2. LENDSMART MORTGAGE POWERED BY AMERICAN PACIFIC MORTGAGE POSITION: Loan Officer NATURE: Mortgage Company INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2020 ADDRESS: 3750 Lexington Ave N, #140, Shoreview MN 55126, United States DESCRIPTION: Help clients secure financing to purchase or refinance a home 3. GALLAGHER FINANCIAL SERVICES POSITION: Sales NATURE: This is my boss, Mark Gallagher's, company. He is registered as a rep with Osaic through Gallagher Financial Services. I recently learned this morning from Clayton that we need to disclose this for myself as an "OBA" even though when I got registered it should have been clearn. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/2022 ADDRESS: 2586 7th Ave E, Suite 304, North Saint Paul MN 55109, United States DESCRIPTION: Help Mark Gallagher with insurance and tax preparation, as well as clerical tasks.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-27 |
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