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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-24 |
Branch Locations
411 6Th Ave. Se, Suite 360 Cedar Rapids, Ia 52401 Suite 360, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Wealth Asset Management | Cedar Rapids | IA | 02/2026 | Present |
| Bmo | Minneapolis | MN | 07/2023 | 01/2026 |
| Rsm Us Llp | Cedar Rapids | IA | 06/2022 | 08/2022 |
| Farmer State Bank | Hiawatha | IA | 05/2019 | 08/2021 |
| Not Employed | Iowa City | IA | 09/2022 | 06/2023 |
| Not Employed | Iowa City | IA | 09/2021 | 05/2022 |
| Not Employed | Marion | IA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
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