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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2012-03-06 |
Branch Locations
5075 E University Avenue Suite E, Pleasant Hill, IA 50327 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance | Des Moines | IA | 01/2005 | Present |
| Securities Management And Research, Inc | Pleasant Hill | IA | 02/2005 | Present |
| Bfc Planning, Inc. | Pleasant Hill | IA | 03/2012 | Present |
1.AMERICAN NATIONAL-N-PLEASANT HILL, IA-INSURANCE-AGENT-08/2006-20-20-INSURANCE SALES. 2. COPPER CREEK FINANCIAL GROUP-Y-PLEASANT HILL, IA-FINANCIAL SERVICES-01/2020-160-160-DBA NAME FOR FINANCIAL AND INSURANCE BUSINESS. 3. ALPHA GAMMA RHO- N- AMES, IA- COLLEGE FRATERNITY- ADVISORY BOARD MEMBER- 03/2024- 1- 0- HOLD QUARTERLY MEETINGS AND ADVISE FRATERNITY MEMBERS. 4. CCFG Insurance LLC- N- Urbandale, IA- Insurance Agency- Minority Owner- 08/2024- 5- 5- Minority Shareholder in Independent Property Casualty Agency. 5. C.L. Brown & Associates LLC- Y- Pleasant Hill, IA- Insurance and Financial Services- Owner- 08/2006- 0- 0- LLC used for some insurance business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-11 |
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