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3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-17 |
Branch Locations
3065 Center Pointe Drive Suite 2, Roseville, MN 55113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Red Lobster | St Cloud | MN | 08/2013 | 10/2018 |
| Northwestern Mutual Investment Services, Llc | Edina | MN | 01/2018 | 03/2020 |
| Lpl Financial Llc | Roseville | MN | 03/2020 | Present |
| Summit Investment Advisory Services | Roseville | MN | 03/2020 | Present |
1) Ms. Beavens is dually registered with LPL Financial, LLC ("LPL Financial") and Summit Investment Advisory Services, LLC ("SIAS"). Ms. Beavens has served as an investment advisor representative for SIAS and as a registered representative for LPL Financial since October 2025. Business is conducted from 3065 Centre Pointe Drive, Suite 2, Roseville, MN, 55113. Approximately 5% of Ms. Beavens's time is for services as a registered representative and the balance as an investment advisor representative. 2) Licensed insurance agent; Not investment-related; 3065 Centre Pointe Drive, Suite 2, Roseville, MN, 55113; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-24 |
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