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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-01 |
| NE | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Williams & Company | Onawa | IA | 01/2006 | 09/2020 |
| Honkamp Krueger Financial Services | Dubuque | IA | 01/2006 | 09/2020 |
| Concourse Financial Group Securities Inc | Elkhorn | NE | 02/2006 | 02/2025 |
| Concourse Financial Group Securities Inc | Elkhorn | NE | 09/2020 | 02/2025 |
| Cetera Wealth Services, Llc | Elkhorn | NE | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
LARSON LABORATORY EGGS, INC; Non-Investment Related; 2916 19th Avenue N, Fort Dodge, IA 50501; Farmland; Director; Start Date 03/2011; No hours per month; Corporation owns farmland that is sharecropped.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
| S65 | Uniform Investment Adviser Law Examination | 2000-05-16 |
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