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4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-01-02 |
Branch Locations
5075 E University Avenue, Pleasant Hill, IA 50327 • United States
4201 42Nd Street Ne Suite 100, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | New York | NY | 02/2007 | 03/2017 |
| Metlife Securities, Inc. | New York | NY | 02/2007 | 03/2017 |
| B&L Farms | Newton | IA | 08/1996 | 01/2019 |
| Massachusetts Mutual Life Insurance Company | West Des Moines | IA | 07/2016 | 01/2019 |
| Mml Investors Services, Llc | West Des Moines | IA | 03/2017 | 01/2019 |
| Securities Management & Research, Inc. | Pleasant Hill | IA | 01/2019 | Present |
| Bfc Planning, Inc. | Pleasant Hill | IA | 01/2019 | Present |
1. LIFE INSURANCE-N-PLEASANT HILL, IA-INSURANCE-AGENT-01/2019-10-10-SERVICE AND SELL OF LIFE INSURANCE PRODUCTS. 2. COPPER CREEK FINANCIAL GROUP-Y-PLEASANT HILL, IA-DBA NAME-AGENT/REP-01/2019-160-160-INSURANCE AND FINANCIAL PLANNING FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-28 |
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