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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-09-07 |
Branch Locations
7900 International Drive Suite 405, Bloomington, MN 55425 • United States
Shakopee, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 03/2015 | 12/2019 |
| Questar Asset Management | Minneapolis | MN | 03/2015 | 05/2019 |
| Questar Capital Corporation | Minneapolis | MN | 05/2016 | 05/2019 |
| Allianz Life Financial Services, Llc | Minneapolis | MN | 05/2019 | 12/2019 |
| Challas Consulting, Llc | Shakopee | MN | 10/2019 | Present |
| Centaurus Financial Inc. | Irvine | CA | 06/2021 | 08/2022 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | Present |
| Integrated Equity Management | Bloomington | MN | 07/2022 | Present |
1. Owner & President, Challas Consulting, LLC, business coaching; Located in Shakopee, MN; as of 12/01/2019; 25% time spent during business hours; Not conducted at branch location; Not investment related. 2. Co-owner, Integrated Equity Management, Inc.; a private entity established to facilitate securities, advisory, and insurance business; as of 1/24/2024; 5% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-06 |
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