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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-23 |
| IA | RA | APPROVED | 2005-04-07 |
Branch Locations
2305 E. 52Nd St. Suite 2, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nations Financial Group Inc | Davenport | IA | 03/2005 | Present |
COINER FINANCIAL SERVICES, INC. 2305 E 52ND ST., SUITE 2 DAVENPORT, IA 52807. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS PRESIDENT. STARTED 3/25/05. SPEND APPROX 60 HRS/WEEK ON BUSINESS. 6.5 HRS PER DAY DURING SECURITY TRADING HOURS. DUTIES ARE TO PROVIDE INVESTMENT AND ADVISORY SERVICES TO CLIENTS // BERST WEALTH MANAGEMENT. 2305 E 52ND ST., SUITE 2 DAVENPORT, IA 52807. IS INVESTMENT RELATED. NATURE OF BUSINESS IS DBA TO OFFER INVESTMENT AND ADVISORY SERVICES. POSITION IS FINANCIAL ADVISOR. STARTED 3/28/05. SPEND APPROX 60 HRS/WEEK ON BUSINESS. 6.5 HRS PER DAY DURING SECURITY TRADING HOURS. DUTIES ARE TO PROVIDE INVESTMENT AND ADVISORY SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-07 |
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