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5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-08 |
Branch Locations
110 Mag Seven Ct Sw Suite 100, Bemidji, MN 56601 • United States
203 Henrietta Ave N, Park Rapids, MN 56470-2617 • United States
5001 Spring Valley Road Suite 810W, Dallas, TX 75244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arise Wealth Management | Park Rapids | MN | 09/2023 | Present |
| Heather Bjorgaard Childcare | Bemidji | MN | 09/2014 | 08/2023 |
| Golden State Equity Partners, Llc | Park Rapids | MN | 09/2023 | 01/2026 |
| Ascentis Independent Advisors, Llc | Park Rapids | MN | 01/2026 | Present |
1. Ascentis Independent Advisors, LLC: Investment Related, 5001 Spring Valley Road, Suite 810W, Dallas, TX 75244, Executive Assistant/Financial Advisor, 1/2026 160 hours all during trading hours 2. Arise Wealth Management dba Ascentis Independent Advisors, LLC: Investment Related, 203 Henrietta Ave N Park Rapids, MN 56470-2617, Executive Assistant/Financial Advisor, 9/2023 160 hours all during trading hours 3. Resident Insurance Producer, non investment related; 203 Henrietta Ave N Park Rapids, MN 56470-2617, insurance, 4 hours, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-18 |
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