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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | Minneapolis | MN | 03/1973 | Present |
| Minnesota Life Insurance Company | St. Paul | MN | 03/1973 | 08/2023 |
| C.R.I. Securities, Inc. | St Paul | MN | 07/1983 | 10/2021 |
| Securian Financial Services, Inc. | St Paul | MN | 07/1983 | 08/2023 |
| Benefit Choices | St. Paul | MN | 03/1985 | Present |
| Comprehensive Benefits | St. Paul | MN | 06/1987 | Present |
| Cetera Wealth Services, Llc | St. Paul | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. BENEFIT CHOICES POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/01/1985 ADDRESS: , St. Paul MN , United States DESCRIPTION: Owner 2. COMPREHENSIVE BENEFITS INC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/2002 ADDRESS: , St. Paul MN , United States DESCRIPTION: Agent/Broker 3. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2013 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 4. RAMSEY COUNTY SHERIFF WATER PATROL POSITION: Volunteer NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2005 ADDRESS: , Little Canada MN , United States DESCRIPTION: Volunteer 5. RAMSEY CO. SHERIFF'S FOUNDATION BRD. POSITION: Member NATURE: Volunteer/Community Outreach INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/03/2017 ADDRESS: 5 Owasso Blvd, Little Canada MN 55109, United States DESCRIPTION: As a member of the foundation Brd. we review grants and fund the needs of various entities based on the donations that are given to the Foundation. 6. OPTIMIST CLUB - ROSEVILLE, MN POSITION: Volunteer NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2022 ADDRESS: Roseville MN, Roseville MN 55113, United States DESCRIPTION: networking group; 7. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BOOK; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: END OF LIFE BOOK;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-21 |
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