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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-04-10 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Davenport | IA | 04/2015 | 02/2018 |
| Td Ameritrade, Inc. | Cedar Rapids | IA | 02/2018 | 03/2018 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 03/2018 |
| Nations Financial Group, Inc. | Cedar Rapids | IA | 04/2018 | Present |
Catering. 5040 Broadview Dr. SE Cedar Rapids, IA 54203. Not investment related. Nature of business is catering food. Position is owner. Started 6/5/24. Approx 5 hrs/month spent on business, none during security trading hours. Duties are cooking and distributing food. // Coaching. 5040 Broadview Dr. SE Cedar Rapids, IA 54203. Not investment related. Nature of business is coaching sports. Position is coach. Started 4/16/24 (approved) . Spend approx 40 hours/month on business 3 months out of the ywar. Approx 2.5 hours during security trading hours. Duties are coaching sports.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-25 |
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