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4301 W 57Th St Suite 110, Sioux Falls, SD 57108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2024-03-04 |
Branch Locations
4301 W 57Th St Suite 110, Sioux Falls, SD 57108 • United States
Sioux Falls, SD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Las Cruces | NM | 06/2010 | 12/2017 |
| Farm Bureau Investment Services | Sioux Falls | SD | 10/2018 | 01/2020 |
| Rise Wealth Resources, Llc | Sioux Falls | SD | 09/2019 | Present |
| Impact Wealth Management Llc | Sioux Falls | SD | 02/2024 | Present |
| Wells Fargo Advisors | Las Cruces | NM | 12/2017 | 10/2018 |
RISE Wealth Resources; investment-related; Sioux Falls, SD; Coaching and Consulting Businesses and Financial Education; CEO/President; 09/2019; 20 hours/month; 15 hours during trading hours; Coaching and Consulting Therapy practices business growth and financial education
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-24 |
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