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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-09-07 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
411 6Th Ave. Se Suite 360, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Cedar Rapids | IA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cedar Rapids | IA | 11/2016 | 09/2021 |
| Private Wealth Asset Management | Cedar Rapids | IA | 09/2021 | Present |
1) HJMC PROPERTIES LLC, INV RELATED, CEDAR RAPIDS, IA, 100% OWNERSHIP, START 5/30/2017, 2 HOURS PER MONTH, ZERO DURING TRADING, MANAGE RENTAL PROPERTIES. 2) VESE LLC, INV RELATED, CEDAR RAPIDS, IA, 50% OWNERSHIP WITH SPOUSE, START 11/4/2019, 1 hour per quarter, ZERO DURING TRADING, HOLDS COMMERCIAL RENTAL PROPERTY. 3) PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 02/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF ACCIDENT, HEALTH AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-11 |
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