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Current Employers
Efs Advisors

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-07-24
  • MN RA
    APPROVED
    Since 2024-07-24

Branch Locations

1995 East Rum River Drive S, Cambridge, MN 55008 • United States

Crosby, MN • 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
Poolcorp Bondurant IA 09/2012 01/2025
Advanced Advisor Group Llc Cambridge MN 07/2024 Present
Efs Advisors Cambridge MN 07/2024 Present
  • 09/2012 → 01/2025
    Poolcorp
    Bondurant, IA
  • 07/2024 → Present
    Advanced Advisor Group Llc
    Cambridge, MN
  • 07/2024 → Present
    Cambridge, MN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-11
S65 Uniform Investment Adviser Law Examination 2024-03-04
  • S63 Uniform Securities Agent State Law Examination
    2024-04-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-04

View on SEC IAPD

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