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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-22 |
| CO | RA | APPROVED | 2020-07-15 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Littleton | CO | 11/2013 | 07/2020 |
| Nations Financial Group, Inc. | Littleton | CO | 07/2020 | Present |
WILLBANKS PROPERTIES, LLC. 5656 S SYCAMORE ST. LITTLETON, CO. 80120, IS INVESTMENT RELATED. NATURE OF BUSINESS IS REAL ESTATE. POSITION IS OWNER. START: 1/1/2006; SPEND APPROX. 2 HRS/MONTH ON BUSINESS, NONE DURING TRADING. DUTIES ARE AS LANDLORD /// WILBANKS FAMILY GRANTORS TRUST. 5656 S. SYCAMORE ST. LITTLETON, CO 80120. IS INVESTMETN RE;ATED. NATURE OF BUSINESS IS TRUST. POSITION IS CO-TRUSTEE. START DATE 12/22/2017; APPROX. 2 HRS/MONTH SPENT ON BUSINESS, NONE DURING SECURITY TRADING HRS. DUTIES RE AS CO-TRUSTEE //// WILBANKS WEALTH MANAGEMENT GROUP, INC. 5656 S SYCAMORE ST. LITTLETON, CO 80120. IS INVESTMENT RELATED; NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER. START DATE 11/01/2013; SPEND APPROX 4 HRS/MONTH ON BUSINESS, NONE DURING SECURITY TRADING HRS. DUTIES ARE TO USE DBA TO PROVIDE INVESTMENT AND ADVISORY SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-23 |
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