Best Investors Account Sign in
Current Employers
Cedar Point Capital Partners, Llc

329 12Th Ave Se Suite 106, Cedar Rapids, IA 52401 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2022-02-03
  • IA RA
    APPROVED
    Since 2022-02-03

Branch Locations

329 12Th Ave Se Suite 106, Cedar Rapids, IA 52401 • 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
Univ. Of Iowa Credit Union Hiawatha IA 10/2010 04/2019
Commonwealth Financial Network Waltham MA 02/2014 Present
United Iowa Financial Cedar Rapids IA 04/2019 02/2022
Cedar Point Capital Partners, Llc Cedar Rapids IA 02/2022 Present
Previous Registrations
  • 2014-02-03 → 2022-02-01
    Iowa City, IA
    Cedar Rapids, IA
    Hiawatha, IA
    Cedar Rapids, IA
  • 2010-06-17 → 2014-02-04
    Cedar Rapids, IA
    Cedar Rapids, IA
    San Diego, CA
    Cedar Rapids, IA
    Hiawatha, IA
  • 2000-12-11 → 2010-06-09
    Cedar Rapids, IA
    Cedar Rapids, IA
    Cedar Rapids, IA
Other Businesses

1. The District: Czech Village & New Bohemia; Not Investment-Related; 208 12th Ave SE Ste G, Cedar Rapids, IA 52401; Non-Profit Organization (Location Economic Development); Board Member; 02/28/2023; Approx 5 hours per month; 0 hours per month during securities trading hours; Support District Economic Development/Organizational Efforts. 2. YouthPort; Not Investment-Related; 2309 C Street SW, Cedar Rapids, IA 52404; Non-Profit Organization (Child Welfare); Advisory Board Member; 02/28/2023; Less than 5 hours per month dedicated for the OBA; 0 hours spent during securities trading hours; Support Local Organizational Goals/Resource Allocation. 3. Boys & Girls Club of the Corridor; Not Investment-Related; 420 6th Street SE, #240, Cedar Rapids, IA 52401; Non-Profit Organization (Child Welfare); Board Member; 01/01/2010; Less than 5 hours per month dedicated to the OBA; 0 hours spent during securities trading hours; Support Local Fundraising Events/Galas.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-04-22
  • S63 Uniform Securities Agent State Law Examination
    1994-04-22

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Cedar Rapids, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor