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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2026-03-09 |
Branch Locations
3292 Ridgeway Drive A, Coralville, IA 52241 • United States
100 W Washington Street, Mt Pleasant, IA 52641 • United States
222 N Main St, Burlington, IA 52601 • United States
320 Concert Street, Keokuk, IA 52632 • United States
3025 Ingersoll Avenue, Des Moines, IA 50312 • United States
105 Main Street, Mediapolis, IA 52637 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Burlington | IA | 05/2019 | 03/2026 |
| Two Rivers Bank | Burlington | IA | 03/2017 | Present |
| Midwestone Bank | Burlington | IA | 02/2016 | 02/2017 |
| Kirkwood Community College | Cedar Rapids | IA | 10/2014 | 12/2016 |
| First Mid Bank | Burlington | IA | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Burlington | IA | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Burlington | IA | 03/2026 | Present |
(1) Name of Business: First Mid Wealth Management Address: 222 N Main St, Burlington, IA, 52601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/09/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA used by bank to function as financial advisor.\n (2) Name of Business: Two Rivers Investment Services Address: 222 N Main St, Burlington, IA, 52601, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/17/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the bank that I'm currently employed at.\n (3) Name of Business: Two Rivers Investment Services Address: 222 N Main St, Burlington, IA, 52601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/10/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am appointed with many insurance companies doing business as Two Rivers Investments through LPL Financial.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-10 |
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