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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-09-23 |
Branch Locations
501 Glen Str Sw Ste 1, Eyota, MN 55934 • United States
501 Glen St Sw, Suite 1, Eyota, MN 55934 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | MN | 04/2023 | 06/2024 |
| Bremer Bank | Eyota | MN | 01/2015 | 04/2023 |
| Foresight Bank | Plainview | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | Plainview | MN | 07/2024 | Present |
| Usadvisors Wealth Management | Plainview | MN | 08/2024 | Present |
1. FORESIGHT BANK POSITION: Account Executive NATURE: Employed with Foresight Bank and as an independent contractor with Osaic Wealth Inc. I provide investment services for Foresight Bank using the Foresight Investment Services name under an agreement with Osaic Wealth Inc, where my license is held. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2024 ADDRESS: 138 W Broadway, Plainview MN 55964, United States DESCRIPTION: I am employed by Foresight Bank to manage their book of investments through a dba Foresight Investment Services which is run through our broker/dealer, Osaic Wealth, Inc. 2. FORESIGHT INVESTMENT SERVICES POSITION: account executive NATURE: Insurance and Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2024 ADDRESS: 138 West Broadway, Plainview MN 55964, United States DESCRIPTION: provide approved insurance and annuity products to clients 3. USADVISORS INSURANCE POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/03/2024 ADDRESS: 15752 Venture Ln, Eden Prairie MN 55344, United States DESCRIPTION: Provide life, accident and health insurance services to clients 4.FORESIGHT BANK POSITION: Notary NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/26/2026 ADDRESS: 138 West Broadway, Plainview MN 55964, United States DESCRIPTION: I am able to notarize documents if a client has a need.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-27 |
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