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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-05-28 |
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 |
|---|---|---|---|---|
| Alliant Energy | Cedar Rapids | IA | 09/2013 | 03/2019 |
| Axa Advisors, Llc | New York | NY | 08/2018 | 03/2019 |
| Bcg Securities, Inc. | Cherry Hill | NJ | 03/2019 | 05/2020 |
| Rsm Us Wealth Management | Cedar Rapids | IA | 05/2020 | 02/2022 |
| Choreo, Llc | Cedar Rapids | IA | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-14 |
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