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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
100 North Broadway, Albert Lea, MN 56007 • United States
3031 W March Lane Suite 320 E, Stockton, CA 95219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities, Llc | Roseville | CA | 12/2021 | 11/2023 |
| Jpmorgan Chase Bank, N.A. | Roseville | CA | 10/2021 | 12/2021 |
| Heritage Community Credit Union | Fair Oaks | CA | 10/2019 | 10/2021 |
| Chicagos Pizza With A Twist | Fairfield | CA | 02/2017 | 03/2019 |
| Unemployed | Sacramento | CA | 04/2016 | 01/2017 |
| Unemployed | Sacramento | CA | 04/2019 | 09/2019 |
| Calstrs | Sacramento | CA | 11/2023 | 01/2026 |
| Intellicents Investment Solutions, Inc. | Albert Lea | MN | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-13 |
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