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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-06-14 |
| TX | RA | APPROVED_RES | 2024-06-14 |
Branch Locations
2129 2Nd Street Suite 2B, White Bear Lake, MN 55110 • United States
4501 Minnetonka Blvd Suite 200, St Louis Park, MN 55416-4091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Questar Capital Corporation | Minneapolis | MN | 05/2016 | 03/2019 |
| Questar Asset Managment | Minneapolis | MN | 06/2006 | 03/2019 |
| Questar Capital Corporation | Minneapolis | MN | 12/2006 | 03/2019 |
| Unemployed | Shoreview | MN | 04/2019 | 06/2019 |
| Securities America, Inc. | St Louis Park | MN | 06/2019 | 06/2024 |
| Securities America Advisors | St Louis Park | MN | 06/2019 | 06/2024 |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
| Osaic Wealth, Inc. | St Louis Park | MN | 06/2024 | Present |
1. Diversified Wealth Management Position: Financial Advisor Nature: Investment Advisory Investment Related: Yes Securities Hours: 200 Trading Hours: 160 Start Date: 12/01/2000 Address: 4501 Minnetonka Blvd St Louis Park MN 55416 2. JVR MANAGEMENT POSITION: Owner NATURE: LLC Scorp is only being used as a tax entity, not a DBA. No business being done here. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 Address: 4501 Minnetonka Blvd St Louis Park MN 55416
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-28 |
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