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505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
Branch Locations
Neptune Beach, FL • United States
505 N Highway 169 Suite 900, Plymouth, MN 55441 • United States
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 |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 03/2015 | 12/2018 |
| Questar Asset Management | Minneapolis | MN | 03/2015 | 12/2018 |
| Next Financial Group, Inc. | Neptune Beach | FL | 11/2018 | 07/2023 |
| Next Financial Group, Inc. | Neptune Beach | FL | 11/2018 | 07/2023 |
| Cs Planning Corp. | Neptune Beach | FL | 07/2023 | 04/2026 |
| Advisory Solutions Group | Neptune Beach | FL | 05/2026 | Present |
WEALTH AND INCOME SOLUTIONS, LLC - NEPTUNE BEACH, FL - PRESIDENT. FIXED LIFE AND ANNUITY. 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS. SELECT QUOTE - PRESIDENT - NEPTUNE BEACH, FL. MEDICARE INBOUND SALES CALLS AND HEALTH AGENT FOR COMPANY. 60 HOURS PER MONTH, 60 HOURS DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-28 |
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