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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-23 |
Branch Locations
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
329 12Th Avenue Se Suite 100, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Cedar Rapids | IA | 10/2021 | 03/2022 |
| Family First Life | Cedar Rapids | IA | 01/2021 | 10/2021 |
| American Income Life: Ao | Waterloo | IA | 02/2020 | 01/2021 |
| Marco Technologies | Waterloo | IA | 05/2018 | 02/2020 |
| Student | Iowa City | IA | 01/2017 | 05/2018 |
| Burlington Ent Clinic | Burlington | IA | 01/2016 | 12/2016 |
| Avantax Planning Partners | Cedar Rapids | IA | 03/2022 | 04/2025 |
| Avantax Investment Services, Inc. | Dallas | TX | 09/2024 | 04/2025 |
| Choreo, Llc | Cedar Rapids | IA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-10 |
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