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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
Branch Locations
1411 W Saint Germain St Ste 250, Saint Cloud, MN 56301-4172 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | St Cloud | MN | 08/2022 | 03/2024 |
| Self Employed | Saint Cloud | MN | 04/2012 | Present |
| Securities America, Inc. | Saint Cloud | MN | 04/2024 | 06/2024 |
| Securities America Advisors | Saint Cloud | MN | 04/2024 | 06/2024 |
| Aerotek Staffing | St. Cloud | MN | 03/2022 | 08/2022 |
| Capital One | St. Cloud | MN | 01/2014 | 03/2022 |
| Menards | St. Cloud | MN | 11/2019 | 11/2020 |
| Osaic Wealth, Inc. | Saint Cloud | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Saint Cloud | MN | 06/2024 | Present |
1. INDEPENDENT CONTRACTOR-UMPIRE POSITION: Umpire NATURE: Baseball umpire for high school, college and amateur teams that are local to the Saint Cloud area. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 04/02/2012 ADDRESS: 12453 Old Collegeville Rd, Saint Joseph MN 56374, United States DESCRIPTION: umpire games that are assigned to me by an association assigner. 2. GRANITE FINANCIAL LLC POSITION: Paraplanner NATURE: We do insurance, investments, LTC contracts, and general support of the financial advisor. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/02/2024 ADDRESS: 1411 W. St. Germain St., Suite 250, St Cloud MN 56301, United States DESCRIPTION: I support the financial advisor as back-office support and paraplanning. I do not provide advice to clients. 3. GRANITE FINANCIAL POSITION: Notary NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2025 ADDRESS: 1411 W St Germain St, Ste 250, St Cloud MN 56301, United States DESCRIPTION: Notarize documents for clients in our office when appropriate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-09 |
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