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1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-04-01 |
Branch Locations
1300 Godward Street Ne Suite 5500, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christensen Fonder Dardi Pllc | Maple Grove | MN | 05/2013 | 05/2023 |
| Focus Financial Network Inc. | Minneapolis | MN | 05/2023 | 03/2024 |
| Osaic Wealth Inc. | Minneapolis | MN | 05/2023 | 09/2023 |
| Jacobson Estate Law Pllc | Minneapolis | MN | 09/2023 | Present |
| Osaic Wealth, Inc. | Minneapolis | MN | 09/2023 | Present |
| Focus Financial Network, Inc. | Minneapolis | MN | 04/2024 | Present |
1. Jacobson Estate Law PLLC; No; 6628 Knox Ave S, Minneapolis MN 55423; PLLC; Principal Attorney; Owner; 9-1-2023; 20; 15; Estate planning and related legal matters. 2. Focus Financial Network Inc; Yes; 1000 Shelard Parkway Ste 300 Minneapolis MN 55426; Corporation; Advisor Support Associate; Employee; 6-1-2023; 160; 130; Assistant for Financial advisor. 3. JACOBSON ESTATE LAW PLLC POSITION: Principal Attorney NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 09/01/2023 ADDRESS: 6628 Knox Ave S, Minneapolis MN 55423, United States DESCRIPTION: Estate planning and related legal matters 4. FOCUS FINANCIAL NETWORK INC POSITION: Financial Advisor NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2024 ADDRESS: 1000 Shelard Parkway, Ste 300, Minneapolis MN 55426, United States DESCRIPTION: Responding to clients, servicing accounts, executing trades.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-28 |
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