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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2025-07-08 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
1719 W Main St Ste 104, Rapid City, SD 57702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xerox | Norwalk | CT | 02/2022 | 04/2024 |
| Peloton | New York | NY | 04/2019 | 02/2022 |
| Best Buy | Richfield | MN | 10/2018 | 04/2019 |
| Tcc Wireless | Bloomingdale | IL | 05/2017 | 10/2018 |
| Best Buy | Richfield | MN | 09/2014 | 05/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2024 | 06/2025 |
| Northwestern Mutual Investment Services Llc | Rapid City | SD | 03/2024 | 06/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2024 | 06/2025 |
| Crossmark | Rapid City | SD | 06/2025 | 09/2025 |
| Scheels | Rapid City | SD | 06/2025 | Present |
| Amir Wealth Partners, Llc | Rapid City | SD | 02/2024 | Present |
| Integrity Advisory Solutions | Rapid City | SD | 07/2025 | Present |
| Barefoot Dance Studio | Rapid City | SD | 09/2025 | Present |
1. Scheels; Not investment related; 1225 Elgin St Rapid City, SD 57701; Sporting Goods; Sales Associate; Sports Specialist; 06/23/2025; 40 hours per month; 5 hours during securities trading hours; Greet customers. Recommend solutions with sporting goods products available. 2. Rental Property; Investment related; 2804 116th St SE Everett, WA 98208; Real Estate; Rental Property; Owner; 03/01/2024; 4 hours per month; 2 hours during securities trading hours; Owner of property. Communicate with outside property management company regarding property and relationship with renter. 3. Life & Health Insurance; Investment Related; 1719 W Main St, Ste 104, Rapid City SD, 57702; Insurance; Sales; Agent; 02/19/2024; 40 hours per month; 40 hours during securities trading hours; Recommend and sell insurance products within the context of a financial plan. 3. CPA Firm Referrals; Investment related; 1719 W Main St, Ste 104, Rapid City SD, 57702; CPA Firm; Referrals from CPA firm; Financial Advisor; 07/08/2025; 20 hours per month; 20 hours during securities trading hours; CPA firm referrals for those who are in need of investment advice. 4. Amir Wealth Partners, LLC; Investment Related; 1719 W Main St, Ste 104, Rapid City SD, 57702; DBA; Financial; IAR/Insurance Agent; 0 hours per month; 0 hours during securities trading hours; DBA for securities business & fixed insurance sales. 5. Barefoot Dance Studio; not investment-related; 412 Oshkosh Street, Rapid City, SD 57701; Instructing musical theater class, ages 6 - 15; Musical Theater Instructor; 09/10/2025; 8 hours per month; 0 hours during securities trading hours; Musical theater instructor for children ages 6 - 15
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-10-05 |
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