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111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-03-04 |
Branch Locations
1000 Shelard Pkwy Suite 250, Minneapolis, MN 55426 • United States
111 West 33Rd Street Unit 1410, New York, NY 10001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allianz Life Insurance Company Of North America | Minneapolis | MN | 08/2016 | 09/2017 |
| Mrk Financial Solutions, Inc. | Plymouth | MN | 09/2017 | 07/2020 |
| Hd Vest Investment Services | Plymouth | MN | 10/2017 | 07/2020 |
| Hd Vest Advisory Services | Plymouth | MN | 01/2018 | 07/2020 |
| Cetera Advisor Networks | El Segundo | CA | 08/2020 | 07/2021 |
| Advisornet Wealth Management | Minneapolis | MN | 08/2020 | 07/2021 |
| Strong Tower Wealth Management | Minneapolis | MN | 07/2020 | 02/2025 |
| Strong Tower Advisory Services | Minneapolis | MN | 06/2021 | 02/2025 |
| Dfpg Investments, Llc | Sandy | UT | 07/2021 | 02/2025 |
| Savvy | Plymouth | MN | 02/2025 | Present |
1. Fishing with Vets; Non-Investment Related; Personal Residence; Nonprofit Organization; Treasurer; 02/2015; 0% during business hours; Treasurer, bookkeeping and tax records. 2. American Cancer Society of Minnesota; Non-Investment Related; Personal Residence; Nonprofit Organization; Board Member; 06/2019; 0% during business hours; Volunteer - strategy, planning, and fundraising 3. Insurance agent; Offering fixed life insurance, disability insurance and LTC; Investment-related; Start date: 12/14/2017; Approx. 4 hours per month. Personal residence. 4. Partner at Perspective 6 Wealth Advisors LLC; Business marketing name for financial services; Investment-related; Start date: 04/01/2026; Full time; Address: Minneapolis, MN. 5. Tacan Corporation dba FUKU energy drink; noninvestment related; Plymouth, MN; entity for operating/inventory loans; owner; 07/22/2026; no time commitment; current operating/inventory loans that recently matured
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-04 |
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