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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-04-04 |
Branch Locations
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
411 6Th Ave. Se Suite 360, Cedar Rapids, IA 52401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cedar Rapids | IA | 03/2021 | 09/2021 |
| Wells Fargo Bank, Na | Cedar Rapids | IA | 08/1994 | 09/2021 |
| Private Wealth Asset Management | Omaha | NE | 09/2021 | Present |
RENTAL PROPERTY, INVT RELATED, GARNAVILLO, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, CEDAR RAPIDS, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY. RENTAL PROPERTY, INVT RELATED, CEDAR RAPIDS, IOWA, 100% OWNERSHIP, START DATE 4/20/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, OWNER OF RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-12 |
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