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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-10-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Forest Lake | MN | 07/2018 | Present |
| Focus Financial Network, Inc. | Minneapolis | MN | 02/2018 | Present |
| Kwik Trip | Stacy | MN | 05/2014 | 05/2018 |
| Ymca Duluth | Duluth | MN | 01/2017 | 05/2017 |
| Bulldog Pizza And Grill | Duluth | MN | 09/2017 | 05/2019 |
| Darling Sales And Service Company | Blaine | MN | 05/2012 | Present |
1. Focus Financial; investment-related; 1300 Godward St. NE Ste.5500 Minneapolis, MN 55413; Independent RIA; non-registered sales assistant; start date 02/2018; 144 hours/month; 130 hours/month during trading hours. 2. DARLING SALES AND SERVICE COMPANY POSITION: Service Call Assistant NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/09/2012 ADDRESS: 10007 Baltimore Street NE, Blaine MN 55449, United States DESCRIPTION: go on service calls and help supervisor install laundry equipment 3. FPA NEXTGEN COMMITTEE MEMBER POSITION: Committee Volunteer member NATURE: Financial Planning Membership Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2021 ADDRESS: 3900 Main Street NE, Minneapolis MN 55421, United States DESCRIPTION: 1.Build relationships and strengthen existing ones, within the NexGen community across FPA MN2. Be a valuable asset to all FPA MN members 3.Organize and sponsor educational events that bring both NexGen aged and other FPA MN members together4.Strengthen the National FPA community 4. FOCUS FINANCIAL NETWORK INC. POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 10/10/2023 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: Sales and Service of life, disability, and long-term care insurance. 5. FOCUS FINANCIAL NETWORK INC. POSITION: Financial Advisor NATURE: Registered Investment Advisor INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 04/18/2023 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: Meet with clients to discuss Financial Needs, goals, objectives, conduct Annual Reviews. Put together financial plans and help clients with their investments. 6. PET SITTER (ROVER) POSITION: No title NATURE: I occasionally watch peoples dogs and use an app called Rover where people set appointments INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 20 START DATE: 09/01/2023 ADDRESS: 4420 Churchill Street, Shoreview MN 55126, United States DESCRIPTION: I help watch people's dog or cat at my place. 7. STONEBRIDGE ADVISOR GROUP INC POSITION: Financial Advisor NATURE: S Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 04/18/2023 ADDRESS: 7735 162nd Ave NE, Forest Lake MN 55025, United States DESCRIPTION: para planning trading investment research follow up documents/notes phone calls prospecting financial plans 8. FPA OF MN NEXGEN COMMITTEE BOARD MEMEBER POSITION: Committee Board Member NATURE: Non Profit Organization INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 4 START DATE: 01/10/2024 ADDRESS: 1601 Utica Avenue South, Minneapolis MN 55416, United States DESCRIPTION: Help put together FPA events like the Summit, Casual Coffees and other networking events Show up at Chapter meetings Go to monthly board meetings 9. FPA NEXTGEN COMMITTEE MEMBER POSITION: Committee Volunteer member NATURE: Financial Planning Membership Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 08/10/2021 ADDRESS: 1601 Utica Avenue South, Minneapolis MN 55416, United States DESCRIPTION: 1.Build relationships and strengthen existing ones, within the NexGen community across FPA MN2.Be a valuable asset to all FPA MN members - 3.Organize and sponsor educational events that bring both NexGen aged and other FPA MN members together4.Strengthen the National FPA community 10. TWIN CITIES NORTH CHAMBER POSITION: None Just a Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 01/23/2026 ADDRESS: 1915 Hwy 36 West, Roseville MN 55113, United States DESCRIPTION: No duties. Just joining it as a member for marketing opportunities
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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