Cory John Dawkins

Current Employers

Employment History

• 05/2014 → 08/2017
  Lincoln Financial Securities Corporation
  Urbandale, IA
• 07/2017 → Present
  Elite Wealth Partners, Llc
  Urbandale, IA

Previous Registrations

• 2014-05-02 → 2017-08-29
  Osaic Fs, Inc.
  Clive, IA
  Urbandale, IA
• 2011-11-30 → 2014-05-09
  Waddell & Reed
  Norwalk, IA

Other Businesses

1) DAWKINS FAMILY LIMITED PARTNERSHIP, DES MOINES, IA CATEGORY: PARTNERSHIP INVESTMENT-RELATED: NO TITLE: PARTNER- GENERAL DUTIES: MANAGE THE LP ASSETS START DATE: 10/2009 HOURS PER MONTH: 4 HOURS PER MONTH DURING TRADING HOURS: 2 2) ELITE WEALTH PARTNERS, LLC, 6165 NW 86TH STREET, JOHNSTON, IA 50131 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OFFERS ACCIDENT AND HEALTH INSURANCE, COMMISSION-BASED GROUP BENEFITS, DISABILITY INSURANCE, FIXED ANNUITIES, INDEXED ANNUITIES, LONG-TERM CARE INSURANCE, TRADITIONAL LIFE INSURANCE START DATE: 07/2015 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 3) Cory J. Dawkins is a consultant with The Heartland Group where his duties include conducting suitability reviews for alternative investments, processing of applications and management of custodians that work with Heartland. 2 hours a month are spent on this activity during and outside of trading hours. 15% of his yearly income is derived from this activity. 4) Independent Agent; United Financial Freedom; Is the business investment related: No; Location of the business: 6165 NW 86th St Johnston IA 50131 US; Description of the business: United Financial Freedom is a program designed to help customers efficiently get out of debt and they have developed a system to achieve that result.; Responsibilities Duties: Assist individuals in understanding the benefits and costs of the system, and implementing the system if they so chose.; Start date with business: 2023-10-16; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 20; 5) Data Entry; Estate Docs Pro; Is the business investment related: No; Location of the business: 6165 NW 86th St Johnston Iowa 50131; Description of the business: Estate Docs Pro creates custom estate plans for their customers; Responsibilities Duties: I help clients enter their data into the estate planning software so they can generate the estate planning documents. I print and bind the documents and help clients execute them by notarizing after the client and their 2 witnesses sign the documents; Start date with business: 2024-09-02; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 15.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-29

Other Names

• Cory Dawkins