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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
130 23Rd Ave Sw, Rochester, MN 55902 • United States
9357 Via Piazza Ct, Fort Myers, FL 33905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jra Financial | Maple Grove | MN | 04/2007 | 12/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 09/2022 |
| Advisornet Financial Inc. Dba Jra Financial | Maple Grove | MN | 01/2017 | 03/2020 |
| Advisornet Financial Inc. Dba Advisornet Financial Partners | Maple Grove | MN | 04/2019 | 11/2020 |
| Advisornet Financial Inc Dba Portfolio Partners | Maple Grove | MN | 01/2017 | 09/2022 |
| Unemployed | Champlin | MN | 09/2022 | 03/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Deebee'S Portfolio Management & Trading Services Llc | Champlin | MN | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: MAYO EMPLOYEES FEDERAL CREDIT UNION DBA MAYO EMPLOYEES FEDERAL CREDIT UNION INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CREDIT UNION; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL - NOT EMPLOYED BY THE INSTITUTION; START DATE: 03/2023; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL - NOT EMPLOYED BY THE INSTITUTION; 2. NAME OF OTHER BUSINESS: EAGLEBROOK CHURCH; INVESTMENT RELATED: NO; ADDRESS: 1100 W MAIN ST, US-10, ANOKA, MN 55303; NATURE OF BUSINESS: CHURCH; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: CASHIER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: SELL COFFEE AND BOOKS TO MEMBERS AND EMPLOYEES; 3. NAME OF OTHER BUSINESS: MAYO EMPLOYEES FEDERAL CREDIT UNION DBA MAYO EMPLOYEES FEDERAL CREDIT UNION INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 03/2023; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ACCOUNT MANAGEMENT, TRADING, AND ANY OTHER RELATED ACTIVITIES; 4. NAME OF OTHER BUSINESS: DEEBEE'S PORTFOLIO MANAGEMENT & TRADING SERVICES LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 6/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-14 |
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