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Connie Suzanne Mccleary-Geiger

Intellicents Investment Solutions Inc

Pella, IA

Albert Lea, MN

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Current Employers
Intellicents Investment Solutions Inc

100 North Broadway, Albert Lea, MN 56007 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2024-11-25
  • IA RA
    APPROVED
    Since 2024-11-25

Branch Locations

725 Main St., Pella, IA 50219 • United States

100 North Broadway, Albert Lea, MN 56007 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intellicents Investment Solutions, Inc. Pella IA 10/2024 Present
Pentegra White Plains NY 05/2022 09/2024
Economic Group Pension Service New York NY 11/2021 05/2022
Bankers Trust Des Moines IA 06/2015 09/2021
  • 10/2024 → Present
    Intellicents Investment Solutions, Inc.
    Pella, IA
  • 05/2022 → 09/2024
    Pentegra
    White Plains, NY
  • 11/2021 → 05/2022
    Economic Group Pension Service
    New York, NY
  • 06/2015 → 09/2021
    Bankers Trust
    Des Moines, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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