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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-12-02 |
Branch Locations
301 Oak Ridge Circle, Waverly, IA 50677 • United States
5500 Fountains Dr. Ne Suite 201, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proequities Inc | Urbandale | IA | 06/2013 | 06/2017 |
| Hkfs | Urbandale | IA | 06/2013 | 06/2017 |
| Unified Trust Company, N.A. | Lexington | KY | 05/2017 | 11/2018 |
| Ohio National Financial Services | Cincinnati | OH | 04/2019 | 11/2019 |
| The O.N. Equity Sales Company | Cincinnati | OH | 05/2019 | 11/2019 |
| Unemployed | Cedar Rapids | IA | 12/2018 | 04/2019 |
| Accel Wealth Management Llc | Cedar Rapids | IA | 11/2019 | Present |
I will be educating, consulting, and selling insurance & annuity products to various clients based on their personal and house hold needs. I will conduct follow-up meetings to make sure their goals & objectives are being met with the current product & services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-25 |
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