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4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-05-26 |
Branch Locations
4700 N. River Blvd Ne, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Maquoketa Csd | Maquoketa | IA | 08/2019 | 06/2022 |
| Central City Csd | Central City | IA | 06/2022 | 05/2025 |
| Basepoint Wealth, Llc | Cedar Rapids | IA | 04/2025 | Present |
| Consumer Choices Option (Cco) | Waterloo | IA | 08/2016 | 07/2019 |
| Iowa High Scool Athletic Association (Ihsaa) | Boone | IA | 04/2015 | 07/2019 |
| Northern Iowa | Cedar Falls | IA | 08/2014 | 12/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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