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1995 East Rum River Drive S, Cambridge, MN 55008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-07-17 |
| FL | RA | APPROVED | 2025-07-16 |
| ND | RA | APPROVED | 2025-02-20 |
| MI | RA | APPROVED | 2025-02-11 |
| OH | RA | APPROVED | 2025-02-11 |
| DE | RA | APPROVED | 2025-02-10 |
| NC | RA | APPROVED | 2025-02-10 |
| CA | RA | APPROVED | 2025-02-07 |
| CO | RA | APPROVED | 2025-02-07 |
| IN | RA | APPROVED | 2025-02-07 |
| MO | RA | APPROVED | 2025-02-07 |
| SD | RA | APPROVED | 2025-02-07 |
| TX | RA | APPROVED_RES | 2025-02-07 |
| VA | RA | APPROVED | 2025-02-07 |
| WA | RA | APPROVED | 2025-01-22 |
| MN | RA | APPROVED | 2020-01-03 |
Branch Locations
110 2Nd St. S. #308, Waite Park, MN 56387 • United States
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 |
|---|---|---|---|---|
| Bethel University Bsg | St Paul | MN | 08/2016 | 05/2017 |
| Bethel University Campus Store | St Paul | MN | 09/2013 | 05/2017 |
| Bethel University | St Paul | MN | 09/2013 | 05/2017 |
| Advanced Advisor Group Llc | Cambridge | MN | 08/2017 | Present |
| Efs Advisors | Cambridge | MN | 01/2020 | Present |
Whiterock Financial LLC, INV, Otsego, MN, 55330, Tax Purposes and Pass-Through Entity, Owner, 1/20/2022, Minimal, approximately 1 inv hrs/mo for administrative tasks, 1 trading hr, Whiterock Financial LLC is established for tax purposes to facilitate compensation for 1099 employee services. It functions as a pass-through entity for business-related activities associated with EFS Advisors. The LLC does not engage in any separate or additional business activities beyond this function. There is no direct compensation. Posture Shift Ministries Inc, Non Inv, Houston, TX, Christian non-profit, Board Treasurer, Start 1/1/26, 4 hr/mo, 0 securities hr, To have trading access to the ministry's Fidelity brokerage account to make ETF and mutual fund trades on the ministry's behalf; no authority to distribute funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-11 |
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