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5910 Mineral Point Rd, Madison, WI 53705 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2000 | Present |
| Cuna Mutual Group | Waverly | IA | 05/2000 | Present |
Simply Chic LLC. Boutique clothing store business owned and operated by spouse. My role will be one of general support and general business manager. I will have the responsibility of making all initial business filings, paying filing and startup fees, establishing relationships with local accountant and attorney to take care of payroll and day-to-day bookkeeping, tax preparation and filing. The address of the business is 143 E Main St Denver IA 50622. Start date of operations will be 9/1/2024, but the LLC name was filed and approved 7/3/2024. Number of hours per month devoted to business - 5 to 7. All hours spent on business will occur outside of market trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-26 |
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