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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-02-10 |
Branch Locations
231 First St E, Independence, IA 50644 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Center Inc | Independence | IA | 12/2022 | Present |
| Iowa State Bank | Parkersburg | IA | 04/2020 | 07/2022 |
| First State Bank Of Lynnville, Iowa | Grinnell | IA | 08/2014 | 12/2019 |
| Unemployed | Grinnell | IA | 01/2020 | 03/2020 |
| Unemployed | Waterloo | IA | 07/2022 | 12/2022 |
| Insurance Center | Independence | IA | 12/2022 | Present |
| Trewin Tax Service Llc | Waterloo | IA | 10/2022 | Present |
| United Planners Financial Services | Scottsdale | AZ | 01/2023 | Present |
1.) TREWIN TAX SERVICE LLC - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WATERLOO, IA - SINCE 10/2022 - NOT INVESTMENT RELATED 2.) INSURANCE CENTER - INSURANCE AGENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 12/2022 - INVESTMENT RELATED 3.) INVESTMENT CENTER - ASSOCIATE VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 12/2022 - INVESTMENT RELATED 4.) JOSEPH TREWIN - NOTARY PUBLIC - NOTARY - WATERLOO, IA - SINCE 07/2011 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-16 |
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