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940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-02 |
| NY | RA | APPROVED | 2025-11-24 |
| NV | RA | APPROVED | 2024-01-09 |
| OH | RA | APPROVED | 2023-10-18 |
| NM | RA | APPROVED | 2023-02-16 |
| CA | RA | APPROVED | 2023-01-11 |
| FL | RA | APPROVED | 2022-07-11 |
| MN | RA | APPROVED | 2022-01-03 |
| IL | RA | APPROVED | 2021-09-16 |
| AZ | RA | APPROVED | 2021-07-09 |
| IA | RA | APPROVED | 2021-03-17 |
Branch Locations
940 N. Industrial Dr., Elmhurst, IL 60126-1131 • United States
2202 Heritage Green Drive, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Rapids Bank & Trust | Cedar Rapids | IA | 10/2014 | 01/2021 |
| Heartland Investment Associates | Hiawatha | IA | 01/2021 | Present |
1. Birkey Investment Fund - Board Member - Present to Students annually about investment related topics, and vote on investment buy/sells with other board members 2. Wellington Heights Community Church - Finance Committee - Provide oversight of Finance and Programs 3. Fixed Insurance 4. Heritage Area Agency- Finance Committee Member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-28 |
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