Best Investors
Account
Sign in
Best Investors
Account
Sign in
375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-03-23 |
Branch Locations
375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Cedar Rapids | IA | 08/2012 | 02/2017 |
| Voya Financial Advisors, Inc. | Cedar Rapids | IA | 10/2013 | 02/2017 |
| Vinton Shellsburg High School | Vinton | IA | 11/2014 | 03/2017 |
| Locke Financial Planning, Llc. | Cedar Rapids | IA | 01/2015 | Present |
| Beacon Capital, Llc | Cedar Rapids | IA | 03/2017 | Present |
| Burrlocke Outdoor Solutions Inc. | Cedar Rapids | IA | 05/2015 | 07/2020 |
| Lk Holdings Llc | Cedar Ra | IA | 11/2014 | Present |
| Lk Design | Cedar Rapids | IA | 09/2015 | 11/2016 |
1) INDEPENDENT INSURANCE AGENT,YES,375 COLLINS RD NE STE 120,CEDAR RAPIDS,IA 52402,FIXED INSURANCE,INDEPENDENT INSURANCE AGENT,01/30/2013,240,160,FIXED INSURANCE SALES. 2) LK HOLDINGS LLC,NO,2745 2ND AVE ST, CEDAR RAPIDS, IA 52403,RENTAL PROPERTIES,OWNER,12/28/2014,40,10,MAINTAIN RENTAL PROPERTIES,AND EVALUATE PROPERTIES FOR PURCHASING. 3) LOCKE FINANCIAL PLANNING, LLC.; YES; 375 COLLINS RD NE STE 120,CEDAR RAPIDS,IA 52402; FINANCIAL SERVICES/DBA; OWNER; 02/01/2015; 200/80; SALE OF FIXED INSURANCE, SECURITIES, AND INVESTMENT PRODUCTS. 4) COE COLLEGE; NO; CEDAR RAPIDS, IA; COACHING; ASSISTANT WRESTLING COACH; 09/2023; 16/MO; 0/MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-08-24 |
Reach out to this advisor