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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-20 |
| IA | RA | APPROVED | 2025-07-23 |
| MN | RA | APPROVED | 2024-09-17 |
| WI | RA | APPROVED | 2024-09-17 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Topline Federal Credit Union | Edina | MN | 10/2019 | 05/2021 |
| Tgi Friday's | Bloomington | MN | 04/2018 | 08/2018 |
| Doc Popcorn | Bloomington | MN | 04/2016 | 09/2019 |
| Unemployed | Richfield | MN | 06/2021 | 10/2022 |
| Valic Financial Advisors, Inc. | Edina | MN | 10/2022 | 09/2024 |
| Student | Bloomington | MN | 11/2012 | 04/2018 |
| Agia | Houston | TX | 02/2023 | 09/2024 |
| Advanced Advisor Group Llc | Cambridge | MN | 09/2024 | Present |
| Efs Advisors | Cambridge | MN | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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