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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-03-19 |
| IA | RA | APPROVED | 2017-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2016 | 02/2019 |
| Accel Wealth Management Llc | Cedar Falls | IA | 06/2017 | Present |
| The Accel Group, Llc Fka First Insurance Services | Cedar Falls | IA | 08/2016 | Present |
| Integrity Alliance, Llc | Waverly | IA | 02/2019 | Present |
1.ACCEL WEALTH MANAGEMENT, 301 Oak Ridge Cir, Waverly, IA, 6/2017 AS ADVISORY REP OF A RIA. INV REL - 30/WK - 30/TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
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