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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-04 |
| CA | RA | APPROVED | 2023-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | Porterville | CA | 05/2018 | 07/2019 |
| Nate Wingert State Farm | Visalia | CA | 01/2017 | 05/2018 |
| Steve Basler State Farm | Westminister | CO | 05/2016 | 01/2017 |
| First Allied Securities, Inc. | San Diego | CA | 05/2018 | 07/2019 |
| M Holdings Securities, Inc. | Portland | OR | 08/2019 | 06/2020 |
| Pacific Capital Strategies, Inc. | Visalia | CA | 08/2019 | 06/2020 |
| Southport Capital | Chattanooga | TN | 06/2020 | 11/2021 |
| The Leaders Group Inc | Littleton | CO | 11/2021 | 11/2023 |
| Crestwood Agency Llc | Visalia | CA | 08/2019 | 11/2023 |
| Ameriprise Financial Services, Llc | Visalia | FL | 11/2023 | Present |
Independent Insurance Brokering; Penn Mutual; 08/15/2022; Universal Life. Board of Directors; Tulare County Estate Planning Council; Board Member; P.O. Box 6206, , Visalia, CA, 93290; Not Investment-Related; 08/03/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-11 |
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