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375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-31 |
| IA | RA | APPROVED | 2017-02-14 |
Branch Locations
375 Collins Road Ne, Suite 120, Cedar Rapids, IA 52402 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Design, Inc. | Cedar Rapids | IA | 05/2003 | Present |
| Voya Financial Advisors, Inc. | Cedar Rapids | IA | 08/2014 | 11/2016 |
| Beacon Capital, Llc | Cedar Rapids | IA | 01/2017 | Present |
CAPITAL DESIGN, INC.-YES-CEDAR RAPIDS, IA 52411-FIXED INSURANCE-OWNER/Insurance Agent since 05/2003-FOR SALE OF FIXED INSURANCE PRODUCTS-8hrs/mo.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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