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411 Viking Road Suite A, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-19 |
Branch Locations
411 Viking Road Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Hi-Bred International Inc. | Reinbeck | IA | 06/2017 | 08/2017 |
| Greens Keeper Lawn Service Llc | Hudson | IA | 05/2018 | 10/2021 |
| Cedar Valley Wealth Advisors | Cedar Falls | IA | 12/2019 | 05/2024 |
| Cedar Valley Wealth Advisors | Cedar Falls | IA | 05/2024 | 03/2026 |
| Structure Real Estate Llc | Cedar Falls | IA | 10/2021 | 02/2023 |
| Golf Lab, Llc | Cedar Falls | IA | 02/2022 | 04/2023 |
| Beaver Hills Country Club | Cedar Falls | IA | 04/2022 | 11/2023 |
| Hudson Community Schools | Hudson | IA | 08/2007 | 05/2020 |
| Cedar Valley Wealth Advisors | Cedar Falls | IA | 03/2026 | Present |
Self-employed in non-investment related, office cleaning business. Started January 2022 through present. Clean office building 1 to 3 hours per month during non trading hours. Dusting, vacuuming, sweeping, and washing surfaces.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-18 |
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