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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-12 |
| MN | RA | APPROVED | 2025-02-27 |
Branch Locations
2701 University Avenue Se, Minneapolis, MN 55414 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Minneapolis | MN | 06/2023 | 11/2024 |
| North Star Resource Group | Austin | TX | 01/2023 | 06/2023 |
| St. Edward's Univeristy | Austin | TX | 08/2019 | 05/2023 |
| Jester Club | Austin | TX | 05/2018 | 08/2020 |
| Daily Juice | Austin | TX | 04/2017 | 08/2017 |
| Huntington Surrey | Austin | TX | 08/2015 | 05/2019 |
| Confidere Financial | Minneapolis | MN | 09/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: CONFIDERE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2024 POSITION/TITLE/RELATIONSHIP: PRACTICE COORDINATOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SUPPORTING THE CONFIDERE ADVISORS CONDUCTING SECURITIES AND PLANNING WORK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-26 |
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