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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-01 |
| WA | RA | APPROVED | 2024-02-01 |
Branch Locations
110 Mag Seven Ct Sw Suite 100, Bemidji, MN 56601 • United States
203 Henrietta Ave N, Park Rapids, MN 56470 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Park Rapids | MN | 06/2012 | 02/2023 |
| Golden State Equity Partners | Park Rapids | MN | 01/2023 | 01/2026 |
| Ascentis Independent Advisors, Llc | Park Rapids | MN | 01/2026 | Present |
Real Estate Ownership; Commercial; MN 56470; Not Investment Related; May 2017. Outside Employment; Rypkema Operations, LLC; AFA; Park Rapids, MN 56470; Investment Related; September 2019; 40-59 hours per month; 60+ during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-11 |
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