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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-09 |
Branch Locations
1245 Jordan Creek Pkwy Suite 200, W Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research | Fairfield | IA | 06/2014 | 05/2023 |
| Unemployed | Urbandale | IA | 05/2023 | 08/2023 |
| Brookview Strategies Llc | Urbandale | IA | 08/2023 | Present |
| Jeff Byrn | West Des Moines | IA | 02/2024 | 06/2024 |
| Northwestern Mutual Investment Services Llc | West Des Moines | IA | 04/2024 | Present |
| Jeff Byrn | West Des Moines | IA | 06/2024 | Present |
1. Brookview Strategies LLC. Not investment related. 15806 Brookview Dr., Urbandale, Iowa 50323. Consultant. Owner -- 100%. 08/2023. 0 hours per week. 0 Hours during security trade hours. Maintain paperwork and filings. 2. TREASURER, WATERFORD LANDING HOME OWNERS' ASSOCIATION, 15806 BROOKVIEW DR., URBANDALE, , IOWA, 50323, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 1/1/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, IT WOULD BE TREASURER FOR MY HOA - SO PAYING BILLS AND COLLECTING HOA DUES. NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-07 |
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