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411 Viking Road Suite A, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2010-02-26 |
Branch Locations
411 Viking Road Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Valley Wealth Advisors | Cedar Falls | IA | 02/2010 | Present |
TOUCHSTONE TAX & ACCOUNTING, LLC A NON INVESTMENT-RELATED CPA FIRM LOCATED AT 411 VIKING ROAD, SUITE A, CEDAR FALLS, IA 50613. STARTED PROVIDING OCCASIONAL SUPPORT FOR ACCOUNTING SERVICES, TAX PLANNING, AND PREPARATION OF INDIVIDUAL TAX RETURNS 11/01/22. TIME SPENT IS APPROXIMATELY 5 HOURS PER MONTH MOSTLY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-12 |
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