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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-08-10 |
Branch Locations
711 2Nd Ave Se Ste 200, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Saint Paul | MN | 04/2020 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 04/2020 | 08/2023 |
| Securian Advisors Midamerica Inc | Hiawatha | IA | 04/2020 | 08/2023 |
| Hy-Vee | Kansas City | MO | 12/2012 | 07/2018 |
| Hy-Vee | Robbinsdale | MN | 08/2018 | 12/2019 |
| Unemployed | Marion | IA | 01/2020 | 04/2020 |
| Securian Financial Services Inc | Saint Paul | MN | 03/2020 | 04/2020 |
| Cetera Wealth Services, Llc | Cedar Rapids | IA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Rivet Rentals | Cedar Rapids | IA | 02/2025 | Present |
1.NAME OF OTHER BUSINESS: IOWA CERAMICS CENTER AND GLASS STUDIO, INVESTMENT RELATED: NO, ADDRESS: 329 10TH AVE SE, SUITE 117, CEDAR RAPIDS, IA 52401, NATURE OF BUSINESS: NON-PROFIT, START DATE: 03/2025, POSITION/TITLE/RELATIONSHIP: CHAIR APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: LEAD THE BOARD AND KEEPS THINGS ON TRACK, WORK WITH THE EXECUTIVE DIRECTOR TO GUIDE THE ORGANIZATION, LEAD EXECUTIVE COMMITTEE MEETINGS, AND HELP SET BOARD MEETING AGENDAS, SUPPORTS BOARD MEMBERS AND HELPS WITH LONG-TERM PLANNING; 2. SAMA FIXED INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/01/2020 ADDRESS: 711 2nd Ave SE Suite 200, Cedar Rapids IA 52401, United States DESCRIPTION: Fixed insurance sales through general brokerage agency; 3. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: RIVET RENTALS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: AIRSTREAM RENTAL COMPANY; START DATE: 2/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS 0:; BRIEF DESCRIPTION OF DUTIES: FUN PROP/PHOTO BOOTH RENTAL TO EVENTS AND WEDDINGS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-30 |
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