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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-01 |
| MN | RA | APPROVED | 2026-07-01 |
| WI | RA | APPROVED | 2026-07-01 |
Branch Locations
125 New England Pl. , Stillwater, MN 55082 • United States
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fareway Meat And Grocery | Iowa City | IA | 08/2017 | 08/2021 |
| Student | Iowa City | IA | 07/2016 | 08/2017 |
| Eyas Gymnastics | Iowa City | IA | 02/2021 | 08/2021 |
| Synergy Gymnastics | North Liberty | IA | 08/2021 | 05/2022 |
| University Of Iowa Recreational Services | Iowa City | IA | 02/2022 | 05/2025 |
| Triple C Car Detailing | Coralville | IA | 02/2022 | 05/2025 |
| Strategic Asset Preservation | Stillwater | MN | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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