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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-01-02 |
Branch Locations
23624 St Francis Boulevard Nw Suite 8, Saint Francis, MN 55070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Remax Results | Blaine | MN | 12/2015 | 11/2017 |
| Thrivent Investment Management Inc | New Brighton | MN | 07/2017 | 02/2024 |
| Thrivent Financial | Appleton | WI | 10/2017 | 01/2018 |
| Thrivent Financial | Appleton | WI | 01/2018 | 02/2024 |
| Parkland Securities Llc | St. Francis | MN | 02/2024 | 01/2025 |
| Osaic Wealth Inc | Saint Francis | MN | 01/2025 | Present |
1. NORTH METRO MONEY MANAGEMENT POSITION: Operations Manager/Registered Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 26 START DATE: 02/29/2024 ADDRESS: 23624 St Francis Blvd Suite 8, St Francis MN 55070, United States DESCRIPTION: Meeting with Clients, Preparing applications, client distributions/contributions, reporting, streamlining processes and transfers/rollovers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-25 |
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