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Current Employers
Bridgeway Wealth Management, Llc

1909 51St Street Ne, Cedar Rapids, IA 52402 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-08-03
IA RA APPROVED 2023-06-30
TX RA APPROVED 2023-06-30
  • AZ RA
    APPROVED
    Since 2023-08-03
  • IA RA
    APPROVED
    Since 2023-06-30
  • TX RA
    APPROVED
    Since 2023-06-30

Branch Locations

Queen Creek, AZ • United States

1909 51St Street Ne, Cedar Rapids, IA 52402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Cedar Rapids IA 01/1999 06/2023
Raymond James Financial Services Advisors, Inc Cedar Rapids IA 01/2009 06/2023
Stoddard Wealth Management Cedar Rapids IA 06/2012 06/2023
Stoddard Investment Group Cedar Rapids IA 10/2014 06/2023
Bridgeway Wealth Management, Llc Cedar Rapids IA 06/2023 Present
Previous Registrations
  • 2009-01-02 → 2023-07-17
    Cedar Rapids, IA
    Cedar Rapids, IA
  • 2007-11-08 → 2009-01-02
    Raymond James Financial Services, Inc.
    Cedar Rapids, IA
    Fountain Hills, AZ
    Queen Creek, AZ
  • 2000-05-25 → 2002-12-31
    Hennings Stoddard, Inc.
    Cedar Rapids, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-06
S63 Uniform Securities Agent State Law Examination 1991-01-25
  • S66 Uniform Combined State Law Examination
    2007-11-06
  • S63 Uniform Securities Agent State Law Examination
    1991-01-25

View on SEC IAPD

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