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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Sacramento | CA | 01/2011 | 10/2020 |
| U.S. Bancorp Investments, Inc. | Sacramento | CA | 03/2011 | 10/2020 |
| Cuna Mutual Group | Waverly | IA | 10/2020 | 05/2022 |
| Cuna Brokerage Services Inc. | Waverly | IA | 10/2020 | 05/2022 |
| Lpl Financial Llc | Stansbury Park | UT | 05/2022 | 09/2025 |
| Cuna Brokerage Services, Inc | Waverly | IA | 01/2024 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg, | IL | 09/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2025 | Present |
BODYWORKS CHIROPRACTIC, 50% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-13 |
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