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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 | 2022-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Loras College | Dubuque | IA | 03/2019 | 12/2020 |
| Field Of Dreams Movie Site | Dyersville | IA | 05/2019 | 09/2019 |
| Dubuque Soccer Complex | Dubuque | IA | 04/2019 | 08/2019 |
| Gold Standard Athletics | Dubuque | IA | 01/2019 | 05/2019 |
| Sherwin-Williams | Oconomowoc | WI | 05/2018 | 08/2019 |
| Menards | Pewaukee | WI | 05/2015 | 08/2017 |
| Unemployed | Hartland | WI | 09/2017 | 04/2018 |
| Nations Financial Group, Inc. | Dubuque | IA | 07/2021 | Present |
| Core Investments Group | Dubuque | IA | 03/2020 | Present |
Core Investments Group. it is investment related. 40 Main St Suite 103, Dubuque, IA 52001. Nature of business is DBA offering wealth management. Position is employee, Start date: 6/1/2021, 160 hours per month devote to other business, 8 hours per day during securities trading hours. Duties are client service, investment research
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-13 |
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