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1909 51St Street Ne, Cedar Rapids, IA 52402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-11 |
| IA | RA | APPROVED | 2023-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Cedar Rapids | IA | 10/2021 | 06/2023 |
| University Of Iowa | Iowa City | IA | 08/2016 | 05/2019 |
| Kollmorgen Schule & Zahradnik | Belle Plaine | IA | 05/2017 | 08/2017 |
| Lynch Dallas | Cedar Rapids | IA | 05/2018 | 08/2018 |
| Unemployed | Iowa City/Des Moines | IA | 05/2019 | 08/2019 |
| Lynch Dallas | Cedar Rapids | IA | 08/2019 | 09/2021 |
| Raymond James Financial Services Advisors, Inc. | Cedar Rapids | IA | 01/2022 | 06/2023 |
| Stoddard Investments | Cedar Rapids | IA | 09/2021 | 06/2023 |
| 1935 Wealth Management | Cedar Rapids | IA | 10/2021 | 06/2023 |
| Schmall Law Firm Pllc | Cedar Rapids | IA | 06/2023 | Present |
| Bridgeway Wealth Management, Llc | Cedar Rapids | IA | 06/2023 | Present |
1) Schmall Law Firm PLLC; Not Investment Related; Cedar Rapids, Iowa; Nature - Practice of Law; Position/Title - Member, Manager; Start Date - 07/01/2023; hours/month - 30; Hours/Month During Securities Trading Hours - 0; Duties: Preparation of Estate Plans, Wills, Power of Attorney, and other relatable legal work
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-31 |
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