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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-27 |
Branch Locations
1995 East Rum River Drive S, Cambridge, MN 55008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Mutual Bank | Rochester | MN | 09/2010 | 01/2024 |
| Compeer Financial | Rochester | MN | 01/2024 | Present |
| Efs Advisors | Rochester | MN | 08/2026 | Present |
| Advanced Advisors Llc | Cambridge | MN | 08/2026 | Present |
Compeer Financial; INV; Rochester, MN; Mortgage Operations Management; Team Leader-Solutions & Data Management; 1/16/2026; 160 hrs/mo; 0 securities trading hrs; Quality Control Review
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-14 |
| S65 | Uniform Investment Adviser Law Examination | 2026-07-29 |
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