John Matthew Dunlap

Current Employers

Employment History

• 01/2017 → Present
  Questar Asset Management
  Minneapolis, MN
• 05/2014 → Present
  Taxes Plus
  Keokuk, IA
• 02/2018 → 05/2018
  Pruco Securities, Llc
  Springfield, IL
• 05/2018 → Present
  Broker Dealer Financial Services Corp
  West Des Moines, IA
• 10/2018 → Present
  Cambridge Investment Research, Inc.
  Keokuk, IA
• 10/2018 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2018-05-31 → 2018-10-20
  Investment Advisors Corp
  Keokuk, IA
  West Des Moines, IA
• 2017-06-02 → 2018-03-21
  Questar Asset Management, Inc.
  Keokuk, IA
  Minneapolis, MN

Other Businesses

1) TAXES PLUS, 2406 MAIN STREET, KEOKUK, IA. 5/2014 AS ENROLLED AGENT - TAX PREPARATION, BOOKKEEPING & ACCOUNTING SERVICES. INV REL - 80/MO - 80/TRADING. 2) DUNLAP FINANCIAL SERVICES, 2406 MAIN STREET, KEOKUK, IA, 10/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 60/MO - 60/TRADING. 3.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4. KNIGHTS OF COLUMBUS, 11 N 6TH ST, KEOKUK, IA, BOARD MEMBER OF A NON-PUBLIC ENTITY, VOLUNTEER, 06/24/20, NIR, 3/MO- 0/TRADING 5. GATEWAY FINANCIAL LTD DBA TAXES PLUS, 2406 Main St, Keokuk IA 52632, United States, 01/05/2026, Investment Advisor Representative, Insurance/Benefits/Human Resources, INV REL, 60 HR/MO - 60 HR/MO TRADING

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-05-04
• S65 Uniform Investment Adviser Law Examination
  2017-06-02

Other Names

• Matt Dunlap
• J Matthew Dunlap
• John Matthew Dunlap
• Vejohn Matthew Dunlap