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Van Meter, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ashland Advisors Pllc | Van Meter | IA | 08/2018 | Present |
| Blue Cross Blue Shield Of Minnesota | Eagan | MN | 04/2020 | Present |
| Wellmark Bcbs | Des Moines | IA | 08/2011 | 04/2020 |
(1) 2018-Present: Ashland Advisors PLLC/Investment Related/Van Meter IA/CPA-Accountant/Firm also serves as an accounting and tax preparation service/Accounting practice activities Involve up to 10% time each month, typically after traditional business hours//(2) 2020-Present: Blue Cross Blue Shield of Minnesota/Not Investment Related/Eagan MN/Director Provider Relations Finance/Involves up to 80% time each month, mostly during traditional business hours.//(3) 2021-Present: 3 Arrows Roasting LLC/Not Investment Related/St Croix Falls WI/Coffee Roasting Business/Chief Financial Officer/Involves less than five percent time each month, typically after traditional business hours//(4) 2022-Present: Juneberry Cafe/Not Investment Related/Taylor's Falls MN/Chief Financial Officer/Involves less than five percent time each month, typically after traditional business hours//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-21 |
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