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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-08 |
| TX | RA | APPROVED | 2022-07-08 |
Branch Locations
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Marion | IA | 03/2012 | 11/2016 |
| Wells Fargo Bank Na | Marion | IA | 02/2011 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Marion | IA | 11/2016 | 07/2021 |
| Bergankdv Wealth Management, Llc | Cedar Rapids | IA | 07/2021 | 05/2022 |
| Dew Wealth Management, Llc | Swisher | IA | 05/2022 | Present |
OWNER OF 406 RIVERVIEW, LLC; INVESTMENT-RELATED: YES; OWNER/OPERATOR OF A SINGLE FAMILY RENTAL PROPERTY; APPROXIMATELY 5 HOURS PER MONTH SPENT ON THIS ACTIVITY, WITH APPROXIMATELY 0 HOURS PER MONTH DURING NORMAL TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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