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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-21 |
| CA | RA | APPROVED | 2024-10-11 |
| FL | RA | APPROVED | 2024-10-11 |
| GA | RA | APPROVED | 2024-10-11 |
| MI | RA | APPROVED | 2024-10-11 |
| MN | RA | APPROVED | 2024-10-11 |
| NM | RA | APPROVED | 2024-10-11 |
| NC | RA | APPROVED | 2024-10-11 |
Branch Locations
Bonita Springs, FL • United States
St. Paul, MN • 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 |
|---|---|---|---|---|
| Placement + | St Paul | MN | 09/2003 | Present |
| Northpoint Advisors, Inc. | St Paul | MN | 10/2004 | Present |
| Various Insurance Companies | St. Paul | MN | 09/2003 | Present |
| American Portfolios Financial Services | St. Paul | MN | 02/2007 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | Present |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2024 |
1. NORTHPOINT ADVISORS, INC. POSITION: Agent NATURE: INSURANCE SALES - LIFE, HEALTH, ANNUITY, & LTC INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2004 ADDRESS: 23850 Via Italia Circle, #1901, #1901, Bonita Springs FL 34134, United States DESCRIPTION: Insurance Sales 2. SAFETY NET RESOURCES, INC. POSITION: VP NATURE: INSURANCE SALES INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2015 ADDRESS: 23850 Via Italia Circle, #1901, #1901, Bonita Springs FL 34134, United States DESCRIPTION: I am a part owner of SafetyNet. SafetyNet sells group disability insurance. I do not participate in the sales or services. 3. NORTH POINT ADVISORS, INC. POSITION: President NATURE: S corp INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 01/10/1995 ADDRESS: 23850 Via Italia Circle, #1901, Bonita Springs FL 34134, United States DESCRIPTION: Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-29 |
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