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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-01-19 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
Chippewa Falls, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Queen Creek | AZ | 05/2009 | 11/2019 |
| J.P. Morgan Securities Llc | Gilbert | AZ | 10/2012 | 11/2019 |
| Jpmorgan Chase Bank, N.A. | Chandler | AZ | 01/2018 | 11/2019 |
| U.S. Bancorp Investments, Inc. | Eau Claire | WI | 11/2019 | 01/2024 |
| Nations Financial Group, Inc. | Chippewa Falls | WI | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
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