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27 10Th Street North, Fargo, ND 58102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-08 |
| ND | RA | APPROVED | 2023-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wex Health | Fargo | ND | 06/2016 | 01/2017 |
| Full-Time Student (High School & College) | Fargo | ND | 01/2008 | 08/2017 |
| Ubs | Fargo | ND | 11/2017 | 08/2020 |
| Sanctuary Wealth | Fargo | ND | 08/2020 | Present |
| Fjell Capital | Fargo | ND | 07/2023 | Present |
1) Name: Self employed Position: Musician (Drummer). I play with musicians in the Fargo-Moorhead area at local events (farmer's markets, non-profit fundraisers, concerts/performances, weddings, etc). Some of these events are performed on a volunteer basis while others are compensated. My compensation for performing is less than $1000/year on average. Nature: Musician (Drummer). I play with musicians in the Fargo-Moorhead area at local events (farmer's markets, non-profit fundraisers, concerts/performances, weddings, etc). Some of these events are performed on a volunteer basis while others are compensated. My compensation for performing is less than $1000/year on average. Investment Related: No Hours: 10 Securities Trading Hours: 0S tart Date: 1/1/2019 Address: 5207 33rd Ave S Apt 309, Fargo ND 58104, USA Description: Musician. I most commonly play the drums. 2) Name: Musician - the band "Walking Phoenix" Position: Drummer Nature: Fargo, ND based indie-rock band. Writing, recording and performing in the Fargo area and upper-Midwest. Investment Related: No Hours: 10 Securities Trading Hours: 0Start Date: 5/1/2021 Address: 5207 33rd Ave S Apt 309, Fargo ND 58104, USA Description: Writing, recording, and performing with the band Walking Phoenix. 3) Name: Gig musician Position: Drummer; songwriter; arranger Nature: Fargo, ND area musician. Writing, recording and performing in Fargo and the upper-Midwest.Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 5/1/2021 Address: 3443 18th St S, Fargo ND 58104, USA Description: Writing, recording, and performing music with various artists. 4) Name: Firebird Productions LLC Position: Owner Nature: Music production company under which the band "Walking Phoenix" performs, writes, and records. Investment Related: No Hours: 10 Securities Trading Hours: 0 Start Date: 2/1/2022 Address: 3443 18th St S, Fargo ND 58104, USA Description: As part owner, I help to manage basic business operations, as well as file the appropriate tax documents and LLC renewal documents. However, my main role is serving as the drummer for Walking Phoenix, the sole artist performing under Firebird Productions LLC. 5) Name: Fjell Capital Position: Employee Nature: Wealth Management Business Investment Related: Yes Hours: 20 Securities Trading Hours: 10 Start Date: 6/16/2023 Address: 27 10th St N, Fargo ND 58102, USA Description: Wealth Advisor: Help to coordinate day-to-day operations for the company and work directly with clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-01 |
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
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