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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-08-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nestle | Waverly | IA | 08/2013 | 06/2021 |
| Brokers International Financial Services | Waverly | IA | 06/2021 | 08/2023 |
| Accel Wealth Management Llc | Waverly | IA | 08/2021 | Present |
Insurance Sales; Not investment related; 301 Oak Ridge Circle, Waverly, IA 50677; Life/Health Insurance Sales; Agent; Started 7/1/2021; 10 hours per month, 10 during trading; Sale of insurance products as a result of the financial planning process
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-06 |
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