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Bridgeway Wealth Management, LLC CRD 326547
$165M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1909 51St Street Ne, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-03 |
| IA | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
Queen Creek, AZ • United States
1909 51St Street Ne, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-25 |
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