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1625 5Th Ave South, Fort Dodge, IA 50501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First American Bank | Fort Dodge | IA | 03/2013 | 06/2020 |
| Ameritas Investment Corp | Lincoln | NE | 12/2014 | 02/2017 |
| Fort Dodge Senior High School | Fort Dodge | IA | 08/2014 | Present |
| Sii | Fort Dodge | IA | 02/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | Fort Dodge | IA | 11/2018 | 06/2020 |
| Nielsen Financial Managemnet, Llc | Fort Dodge | IA | 06/2020 | Present |
Board of Directors Member & Treasurer, Fort Dodge Country Club 370 Country Club Drive Fort Dodge, IA 50501, Private Golf Course Board, Review Financials, Vote on Operational Decisions, Attend Meetings, 5/1/2015, approx 1 hr mo, 0 trading hrs.......... Board of Directors Member, Unity Point Health - Trinity 802 Kenyon Rd. Fort Dodge, IA 50501, Board Member, Attend Meetings, Vote on Donation Requests submitted to the board from the hospital, 2/1/2016, approx 2 hrs mo, 2 hrs trading........... Assistant Wresting Coach, Fort Dodge Senior High School 819 N 25th St. Fort Dodge, IA 50501, Assist with daily operations of the HS wresting program, 11/1/2014, approx 50 hrs mo, 1 hr trading............. Rental property owner: TLEJJ Investments LLC 1913 3rd Ave. South Fort Dodge, IA 50501, 5/1/2018, 2 hrs mo, 0 trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
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