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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-11 |
| PA | RA | APPROVED | 2019-09-06 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
115 Bloomingdale Ave., Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Conshohocken | PA | 05/2009 | 09/2019 |
| Nations Financial Group, Inc. | Wayne | PA | 09/2019 | Present |
McCloskey Financial Group. 115 Bloomingdale Ave. Wayne, PA 19087. Is investment related. Nature of business is investment and advisory services. Position is Financial Consultant. Started 7/1/2003. Approx 160 hrs/month on business, 6.5/day during security trading hrs. Duties are operations, client review prep // The Grand Wilmington Delaware. 818 N. Market St., Wilmington, DE 19801. Not investment related. Nature of business is venue for shows, concerts and plays. Positions are Trustee and Steering committee member. Started 6/1/19. Approximately 6 hrs/year on this activity, none during security trading hrs. Duties are to help to introduce new guests to the grand, and new memberships. // Highland Capital. 2002 Renaissance Blvd. Ste 220 King of Prussia, PA 19406. Is investment related. Nature of business is life insurance, LTC, disability and annuities. Position is Agent. Started 5/11/2022. Spend approximately 2 hrs/month on business, with 2 hrs during security trading hrs. Duties are sale of insurance.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-06 |
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