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777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AK | RA | APPROVED | 2026-06-17 |
| CO | RA | APPROVED | 2024-12-02 |
| IA | RA | APPROVED | 2024-12-02 |
| KS | RA | APPROVED | 2024-12-02 |
| MO | RA | APPROVED | 2024-12-02 |
| NE | RA | APPROVED | 2024-12-02 |
| SD | RA | APPROVED | 2024-12-02 |
| ND | RA | APPROVED | 2021-03-22 |
| MN | RA | APPROVED | 2021-03-16 |
| WI | RA | APPROVED | 2021-03-16 |
Branch Locations
777 North Capitol Street Ne, Suite 600, Washington, DC 20002-4240 • United States
Plymouth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Life Insurance Co | St Paul | MN | 01/2020 | 02/2021 |
| Securian Financial Services Inc | St Paul | MN | 03/2020 | 02/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 11/2015 | 12/2019 |
| Icma-Rc Services, Llc | Washington | DC | 03/2021 | Present |
Name: Real Estate Rental Property. Non-investment related. Address of rental property: Home address is: 14959 W. Cooperstown Way, Surprize, AZ 85374. Nature of business: Rental property. Position: Joint Property Owner with spouse. Start date: 09/01/2003. Number of hours/month devoted to the other business: less than one hour; zero during security trading hours. Duties: A third-party leasing agent manages the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-14 |
| S65 | Uniform Investment Adviser Law Examination | 2004-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-10 |
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