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4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-29 |
| TX | RA | APPROVED | 2017-12-15 |
| IA | RA | APPROVED | 2017-10-11 |
Branch Locations
4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cedar Rapids | IA | 03/2003 | 10/2017 |
| Basepoint Wealth, Llc | Cedar Rapids | IA | 10/2017 | Present |
BASEPOINT TAX & ACCOUNTING LLC; PARTNER; INVESTMENT RELATED: NO; 4144 GOLF STREET NE, CEDAR RAPIDS, IA 52402; BASEPOINT TAX & ACCOUNTING LLC IS AN ACCOUNTING FIRM THAT HANDLES BOOKKEEPING, PAYROLL, ACCOUNTING, AND TAX PREPARATION FOR ITS CLIENT BASE; DUTIES: LEADERSHIP AND MANAGEMENT; 06/30/2021 HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 5; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-05 |
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