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15750 Venture Lane, Eden Prairie, MN 55344 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2014-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America, Inc | Duluth | MN | 05/2011 | 06/2024 |
| Usadvisors Wealth Management Llc | Duluth | MN | 08/2011 | Present |
| Osaic Wealth, Inc. | Duluth | MN | 06/2024 | Present |
BENEFIT ADVISORS INC POSITION: owner NATURE: Employee Benefits INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/01/1990 ADDRESS: 23 W CENTRAL ENTRANCE #151, DULUTH, MN 55811 DESCRIPTION: Group Insurance for Businesses US ADVISORS INSURANCE POSITION: agent NATURE: Fixed annuities and life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2018 ADDRESS: 23 W CENTRAL ENTRANCE #151, DULUTH, MN 55811 DESCRIPTION: Fixed Annuities and Life Insurance USAdvisors Wealth Management POSITION: Investment Advisor NATURE: Advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 3/1/2013 ADDRESS: 23 W CENTRAL ENTRANCE #151, DULUTH, MN 55811 UBER POSITION: Ride Share driver NATURE: I have been a designated driver for friends when they need a ride. Recently signed up Driving for UBER & LYFT on a Friday or Saturday evenings as a way to get out of the house So far it's proved interesting meeting new people in our community. May or may not do it on a regular basis? It's flexible. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2022 ADDRESS: 2302 east 5th street, Duluth MN 55812 DESCRIPTION: Ride share occasionally. Possibly 1 to 2 nights a week or Holidays.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-11 |
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