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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-22 |
| MN | RA | APPROVED | 2024-05-03 |
Branch Locations
Burnsville, MN • United States
110 Cheshire Lane Suite 200, Minnetonka, MN 55305 • United States
400 Robert Street North Suite 800, Saint Paul, MN 55101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Greenwood Village | CA | 05/2026 | Present |
| Advisornet Financial | Minnetonka | MN | 04/2023 | 01/2025 |
| Wells Fargo | Minneapolis | MN | 07/2020 | 04/2023 |
| Target | Saint Paul | MN | 07/2019 | 07/2020 |
| Jnd Ediscovery | Minneapolis | MN | 05/2017 | 07/2019 |
| Canterbury Park | Shakopee | MN | 06/2016 | 09/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2023 | 03/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2024 | Present |
| University Of Saint Thomas | St. Paul | MN | 06/2016 | 05/2017 |
| Cetera Investment Advisers | Schaumburg | IL | 05/2024 | Present |
1. NAME OF OTHER BUSINESS: JACOB HELBERG- NOTARY OF THE STATE OF MN INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY START DATE: 08/2023 POSITION/TITLE/RELATIONSHIP: PUBLIC NOTARY APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES 2. NAME OF OTHER BUSINESS: MINNESOTA HOCKEY OFFICIALS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOCKEY REFEREE; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: MINNESOTA HOCKEY OFFICIAL; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REFEREE FOR THE MINNESOTA HOCKEY OFFICIALS ASSOCIATION; 3. NAME OF OTHER BUSINESS: STATE OF MINNESOTA; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MARRIAGE OFFICIANT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: LICENSED MARRIAGE OFFICIANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LICENSED TO OFFICIATE MARRIAGES IN MINNESOTA;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-30 |
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