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Current Employers
Usadvisors Wealth Management, Llc

15750 Venture Lane, Eden Prairie, MN 55344 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2014-01-31
  • MN RA
    APPROVED
    Since 2014-01-31

Branch Locations

15750 Venture Lane, Eden Prairie, MN 55344 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2011 → 06/2024
    Securities America, Inc
    Duluth, MN
  • 08/2011 → Present
    Duluth, MN
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Duluth, MN
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1985-10-11
  • S63 Uniform Securities Agent State Law Examination
    1985-10-11

View on SEC IAPD

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