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2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| IA | RA | APPROVED | 2018-01-18 |
Branch Locations
2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Sii Investments, Inc. | Iowa City | IA | 08/2002 | 01/2018 |
| Private Client Services | Louisville | KY | 01/2018 | 10/2023 |
| Wealth Advisors Group, Llc | Coralville | IA | 01/2018 | Present |
| Jdsd Farms | North Liberty | IA | 02/2017 | Present |
| Dumont Investments | North Liberty | IA | 04/2014 | Present |
| Kmg Holdings | North Liberty | IA | 08/2011 | Present |
| Jdsd Rentals | North Liberty | IA | 10/2010 | Present |
| The Boulders | North Liberty | IA | 05/2009 | Present |
| Golfview Investors | North Liberty | IA | 05/2008 | 06/2019 |
| Jd&D Farms | North Liberty | IA | 04/2004 | 08/2019 |
| Shelby Builders | North Liberty | IA | 10/2003 | 10/2021 |
| Jason Dumont, Sole Proprietor | Coralville | IA | 07/1993 | Present |
| Sii Investments, Inc. | Iowa City | IA | 01/2004 | 01/2018 |
| Bdkg Properties | North Liberty | IA | 11/2018 | Present |
| Wolf Creek Pork, Llc | North Liberty | IA | 11/2019 | Present |
| Wolf Creek Acres, Llc | North Liberty | IA | 09/2019 | Present |
| Shg Builders | North Liberty | IA | 07/2021 | Present |
| Ghs Development | North Liberty | IA | 07/2021 | Present |
1) KMG Holdings, PO Box 78, North Liberty IA 52317. Owner, convenience store. 2hrs/moth. none during trading hrs. 2) Dumont Investments, Box 78 North Liberty IA 52317. Owner, Land development company. 2hrs/month. none during trading hrs. 3) GHS Development, North Liberty IA 52317. Residential housing development. 10 hrs/month, 5 during trading hrs. 4) JDSD Farms, PO Box 78 Salon IA 52333 Co-owner farm ground. 30 hrs/month. 10 hrs during trading. 5) JDSD Rentals, PO Box 78, North Liberty, IA 52317. Owner, real estate rentals. 30hrs/month. 10hrs during trading. 6) The Boulders, LLC, PO Box 78, North Liberty, IA 52317. Land development. 10 hrs/month, 5 during trading hrs. 7) Wealth Advisors Group LLC, 2771 Oakdale Blvd, Suite 1, Coralville IA 52341. advisor. 65 hrs/month all during trading hrs. 8) Jason Dumont, Sole Proprietor; Fixed Insurance Sales; Insurance Agent; Investment Related; Coralville, IA; Started 07/1993 9)BDKG Properties; Co-Owner; Real state holding company; ; Started 11/2018 10) Wolf Creek Pork, LLC; Co-Owner; Not Investment Related; 11/2019; North Liberty, IA; 10 Hours Per Month/0 Hours During Securities Trading 11) Wolf Creek Acres, LLC; Co-Owner; Not Investment Related; 09/2019; North Liberty, IA; 10 Hours per month/0 Hours during securities trading 12) SHG Builders; Owner; Not Investment Related; 07/2021; North Liberty, IA; 25 Hours per month/10 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-28 |
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