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200 Southdale Center, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Integrated Inc | Edina | MN | 05/1985 | 03/2022 |
| Betty Albitz | Edina | MN | 01/1998 | Present |
| National Planning Corporation | El Segundo | CA | 04/2016 | 11/2017 |
| Lpl Financial Llc | Bloomington | MN | 11/2017 | 01/2026 |
| Contego Capital Group, Inc. | Edina | MN | 01/2026 | Present |
1. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Fixed Insurance (Fixed Annuities, Health, Disability, Long Term Care, & Life) - start date 2000 - 2 hours per month during securities trading. 2. 02/28/2022 - Betty J. Albitz, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 10/24/2017 - 150 Hours Per Month/65 Hours During Securities Trading. 3. 05/13/2022 - Betty Albitz Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 07/02/2018 - 16 Hours Per Month/16 Hours During Securities Trading - Medicare solicitation and enrollment and other Insurance Products. 4. 03/12/2024 - BJAlbitz Tax Services - Inv Related - Edina, MN - Tax Prep/Accounting/CPA - President/Owner - Started: 2/22/2024 - 15 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-01 |
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