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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-09-23 |
| TX | RA | APPROVED | 2020-09-18 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
6991 Camelback Rd. Suite C-152, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Scottsdale | AZ | 05/2009 | 09/2020 |
| Natoins Financial Group, Inc. | Scottsdale | AZ | 09/2020 | Present |
SALT RIVER SOLAR, INC. 13370 W FOXFIRE DR. SURPRISE, AZ 85372. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS ALTERNATIVE ENERGY CONSTRUCTION. POSITION IS OWNER. STARTED 11/25/2008. APPROX 10 HRS/MO SPENT ON BUSINESS, NONE DURING TRADING HOURS. DUTIES: OPERATION OF WEBSITE,FORWARDING QUOTES, TRACKING CASH FLOW & EXPENSES & CORPORATE TAXES.// SEA ELVIS GO, LLC LIMITADA. JACO, COSTA RICA. NOT INVESTMENT RELATED. NATURE OF BUSINESS IS LLC THAT OWNS VAN WHICH IS FOR HIRE. POSITION IS OWNER. STARTED 7/24/21. NO HOURS SPENT ON BUSINESS. NO DUTIES OTHER THAN OWNER // RKR BEACH INVESTMENTS LLC LIMITADA. VISTA MAR DEL PACIFICO, JACO , COSTA RICA. NOT INVESTMENT RLATED. NATURE OF BUSINESS IS VACATION RENTAL. POSITION IS OWNER. STARTED 7/24/21. NO HOURS SPENT ON BUSINESS. NO DUTIES OTHER THAN OWNER. // GENERATIONS WEALTH MANAGEMENT. 6991 E CAMELBACK RD., SUITE C-152. SCOTTSDALE, AZ 85251. IS INVESTMENT RELATED. NATURE OF BUSINESS IS FINANCIAL PLANNING, INVESTMENT AND ADVISORY SERVICES. POSITION IS PRESIDENT. START DATE IS 4/22/2025. APPROX 160 HOURS PER MONTH DEVOTED TO BUSINESS. 160 HOURS DURING SECURITY TRADING HOURS. DUTIES INCLUDE PRACTICE MANAGEMENT, FINANCIAL PLANNING, INVESTMENT AND ADVISORY SERVICES. ///
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-12 |
| S66 | Uniform Combined State Law Examination | 1998-09-28 |
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