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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-12-06 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
400 Locust Street Suite 200, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pizza Ranch | Spirit Lake | IA | 04/2008 | Present |
| College Nannies, Sitters And Tutors | West Des Moines | IA | 04/2017 | 08/2021 |
| Parkstone Wealth Advisors | West Des Moines | IA | 08/2016 | 08/2020 |
| Northwest Wealth Management | West Des Moines | IA | 09/2020 | 11/2021 |
| Rsm Us Wealth Management Llc | Des Moines | IA | 12/2021 | 02/2022 |
| Choreo, Llc | Des Moines | IA | 02/2022 | Present |
Outside Employment; Pizza Ranch; Restaurant; Marketing, 2003 18th Street, Spirit Lake, IA 51360; Not Investment Related; March 2008; 0-20 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-18 |
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