Best Investors Account Sign in
Inactive

Peter Michael Weiss

Modus Advisors, LLC

Excelsior, MN

Claim This Profile
Current Employers
Modus Advisors, Llc

23505 Smithtown Road Suite 290, Excelsior, MN 55331 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-11-14
  • MN RA
    APPROVED
    Since 2024-11-14

Branch Locations

23505 Smithtown Road Suite 290, Excelsior, MN 55331 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Modus Advisors, Llc Excelsior MN 11/2024 Present
Modus Advisors, Llc Excelsior MN 05/2023 11/2024
Unemployed Denver CO 12/2022 05/2023
Moxi Works Denver CO 11/2022 12/2022
Unemployed Denver CO 06/2022 11/2022
Pacaso Denver CO 02/2022 06/2022
Smart City Locating Denver CO 08/2020 02/2022
Cardinal Group Management Denver CO 12/2019 08/2020
At&T Dallas TX 07/2019 10/2019
Iowa State University Ames IA 08/2015 05/2019
  • 11/2024 → Present
    Modus Advisors, Llc
    Excelsior, MN
  • 05/2023 → 11/2024
    Modus Advisors, Llc
    Excelsior, MN
  • 12/2022 → 05/2023
    Unemployed
    Denver, CO
  • 11/2022 → 12/2022
    Moxi Works
    Denver, CO
  • 06/2022 → 11/2022
    Unemployed
    Denver, CO
  • 02/2022 → 06/2022
    Pacaso
    Denver, CO
  • 08/2020 → 02/2022
    Smart City Locating
    Denver, CO
  • 12/2019 → 08/2020
    Cardinal Group Management
    Denver, CO
  • 07/2019 → 10/2019
    At&T
    Dallas, TX
  • 08/2015 → 05/2019
    Iowa State University
    Ames, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-28
  • S65 Uniform Investment Adviser Law Examination
    2024-10-28

View on SEC IAPD

Other Firms

EXCELSIOR INVESTORS
COOKSON FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
LPL FINANCIAL LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

JASON PATRICK GOOD
MATTHEW LEONARD COOKSON
BRET JAMES FELKNOR
ALAN MATTHEW STRICKER
AARON EUGENE LARSON
Kevin Michael Schmitz
Graham Daniel Burke
Marianne Jeanne Laurent

Other Offices

EXCELSIOR INVESTORS · EXCELSIOR, MN
COOKSON FINANCIAL, LLC · EXCELSIOR, MN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Excelsior, MN
NEWEDGE ADVISORS · EXCELSIOR, MN
LPL FINANCIAL LLC · EXCELSIOR, MN
EDWARD JONES · EXCELSIOR, MN
MML INVESTORS SERVICES, LLC · Excelsior, MN
WELLS FARGO CLEARING SERVICES, LLC · EXCELSIOR, MN

More in Excelsior, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor