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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED | 2024-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weitzel Financial Services, Inc. | Dubuque | IA | 02/2021 | 05/2022 |
| Dupaco Community Credit Union | Dubuque | IA | 09/2020 | 02/2021 |
| Midwest One Bank | Dubuque | IA | 08/2017 | 05/2020 |
| Woodward Communications | Dubuque | IA | 05/2017 | 08/2017 |
| Hy-Vee | Dubuque | IA | 04/2014 | 05/2017 |
| Unemployed | Dubuque | IA | 05/2020 | 09/2020 |
| Happee Smith Productions | Dubuque | IA | 05/2022 | 06/2024 |
| Avantax Planning Partners | Dubuque | IA | 06/2024 | Present |
| Avantax Investment Services, Inc. | Dallas | TX | 09/2024 | 09/2025 |
| Avantax Insurance Agency And/Or Avantax Insurance Services. | Dubuque | IA | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Dubuque | IA | 09/2025 | Present |
1) AJR PHOTOS LLC POSITION: Owner NATURE: I own a photography company, AJR Photos LLC, which specializes in sports photography. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2020 ADDRESS: 3035 Lindale St, Dubuque IA 52001, United States DESCRIPTION: My job responsibilities include capturing images for clients, editing those images, and delivering them to the client.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
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