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6400 C Street Sw, Cedar Rapids, IA 52499 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-12-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | Cedar Rapids | IA | 09/2016 | 12/2017 |
| Transamerica Retirement Solutions | Cedar Rapids | IA | 12/2017 | Present |
| Transamerica Investors Securities Corporation | Cedar Rapids | IA | 12/2017 | Present |
1)DoTerra International, Wellness Advocate. Occasionally receive commissions for recruiting new members, or ordering a certain amount monthly.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-23 |
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