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1610 14Th Street Nw Suite 300, Rochester, MN 55901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-10-12 |
Branch Locations
1610 14Th Street Nw Suite 300, Rochester, MN 55901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Rochester | MN | 12/2016 | 11/2020 |
| Wells Fargo Clearing Services Llc | Rochester | MN | 12/2016 | 12/2020 |
| United States Air Force | San Antonio | TX | 01/2015 | 12/2016 |
| U.S. Bancorp Investments, Inc. | Rochester | MN | 01/2022 | 10/2022 |
| U.S. Bank | Rochester | MN | 01/2022 | 10/2022 |
| First Alliance Credit Union | Rochester | MN | 12/2020 | 12/2021 |
| Fortress Financial Group, Llc | Horace | ND | 10/2022 | Present |
1) True North Athletics - DBA D - BAT Rochester; Not Investment-Related; Rochester, MN; Batting Cage Franchise; 19% Owner; 04/2021; 04 hours/ month; 0 hours/ trading; Support General Manager with bookeeping, creation of financial statements, assist with maintaining cleanliness of facility. 2) United States Air Force Reserves; Not Investment-Related; Minneapolis, MN; Military service; No Ownership; Master Sergeant / E-7 / Assistant Chief of Operations; 12/2016; 16 hours/ month; Supervise Airman, write reports, respond to emergencies. 3) Rochester Fire Civil Service Commission; Non Investment-related; Rochester, MN; Civil Service; No ownership; Fire Civil Service Commissioner; 08/2021; 2 hours/ month; 0 hours/ trading; Attend monthly meetings to address any concerns and updates brought to the boards attention.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-12 |
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