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Rochester, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifetime Wealth Management, Llc | Rochester | MN | 10/2023 | Present |
| Lifetime Wealth Management, Llc | Rochester | MN | 06/2019 | 10/2023 |
| Metro Net | Rochester | MN | 10/2018 | 07/2020 |
| Infinity Solar | Bakersfield | CA | 06/2018 | 10/2018 |
| University Of Wisconsin Eau Claire | Eau Claire | WI | 09/2014 | 06/2018 |
1) RENTAL PROPERTY - OWNER AND CEO. 02/2020 TO PRESENT. NOT INVESTMENT RELATED. DUTIES INCLUDE MANAGING THE PROPERTIES. 5 HRS PER MONTH SPENT ON THIS ACTIVITY, NONE DURING NORMAL TRADING HOURS. PROPERTY LOCATIONS: 1014 13TH AVE. NW, ROCHESTER, MN 55901; 916 10TH ST. NW, ROCHESTER, MN 55901; and 1037 7TH AVE. SE, ROCHESTER, MN 55904. 2) TOPSTEP - INVESTMENT RELATED 4/2026- PARTICIPATES IN COMMODITY FUTURES TRADING EVALUATION PROGRAM VIRTUALLY, ANY COMPENSATION IS PERFORMANCE-BASED. LESS THEN 10HRS PER MONTH SPENT ON THIS ACTIVITY, NONE DURING REGULAR BUSINESS HOURS. THIS ACTIVITY IS UNRELATED TO CLIENTS AND CLIENT ACCOUNTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-24 |
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