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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 | 2025-01-06 |
| IA | RA | APPROVED | 2016-06-30 |
Branch Locations
40 Main St. Suite 103, Dubuque, IA 52001 • United States
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 |
|---|---|---|---|---|
| Producers Financial Group Midwest | Freeport | IL | 12/2004 | Present |
| Core Investments Group | Dubuque | IA | 09/2015 | Present |
| Nations Financial Group, Inc. | Cedar Rapids | IA | 06/2016 | Present |
PRODUCERS FINANCIAL GROUP MIDWEST; IS INVESTMENT RELATED; 50 W DOUGLAS FREEPORT IL 61032; INSURANCE SALES; POSITION IS AGENT. BEGAN JANUARY 6, 2007; 4 HOURS PER MONTH WITH NONE DURING TRADING; SELLS LIFE AND LTC INUSRANCE THROUGH PFGM// CORE INVESTMENTS GROUP. IS INVESTMENT RELATED. 40 MAIN ST., SUITE 103 DUBUQUE, IA 52001. DBA FOR SECURITIES BUSINESS. POSITION IS PRESIDENT/CO-OWNER. STARTED SEPTEMBER 2015. APPROX 160 HRS/MONTH SPENT ON BUSINESS DURING SECURITY TRADING HRS. DUTIES ARE TO DEVELOP CLIENT RELATIONSHIPS AND MANAGEMENT//
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-05 |
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