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329 12Th Ave Se Suite 106, Cedar Rapids, IA 52401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-12 |
Branch Locations
329 12Th Ave Se Suite 106, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Albia High School | Albia | IA | 01/2015 | 05/2021 |
| University Of Iowa | Iowa City | IA | 08/2021 | 08/2025 |
| Cedar Point Capital Partners | Cedar Rapids | IA | 08/2025 | Present |
Iowa High School Athletic Association, Boone, Iowa, Work as a Seasonal Referee for high school sports, Non-investment related, O work hours a month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-11 |
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