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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2015-12-23 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
7887 East Belleview Ave Suite #1100, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nations Financial Group, Inc. | Cedar Rapids | IA | 12/2015 | Present |
KARN Group I, LLC. 174 South Pontiac St., Denver, CO 80230. Not investment related. Nature of other business is residential real estate. Position is employee/consultant. started 11-1-16. Spend approx 20 hrs/month on business, none during security trading hrs. Duties are to provide consulting services to parents' business that includes business strategy, marketing, social media and technology // Beacon Private Wealth Management. 7887 East Belleview Ave., Suite #1100 Greenwood Village, CO 80111. Is investment related. Nature of business is insurance sales. Position is owner. Started 6/13/16. Approx 10 hrs/month on business, all during security trading hours. Duties are identifying prospects and clients who could benefit from life insurance, disability or fixed/index annuities. Also researching products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-31 |
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