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Iowa City, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-07 |
| IA | RA | APPROVED | 2017-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Larson Financial Securities, Llc | Coralville | IA | 10/2015 | 02/2017 |
| Partner Wealth Planning, Llc | University Heights | IA | 03/2017 | Present |
| Larson Financial Group, Llc | Coralville | IA | 10/2015 | 02/2017 |
University Heights, IA city councilman: Serving a 2 year term ending Dec. 2021. Position is not investment related. Approximate 2 hours per month outside of normal business hours 4 SALT, LLC: Part owner in a small bounce-house rental company. Approximately 2-3hours per month outside of normal business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-30 |
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