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Current Employers
Matheson & Rock Wealth Management, Llc

2322 E. Kimberly Road, Suite 150N, Davenport, IA 52807 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-01-20
  • IA RA
    APPROVED
    Since 2025-01-20

Branch Locations

2322 E. Kimberly Road, Suite 150N, Davenport, IA 52807 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Matheson & Rock Wealth Management, Llc Davenport IA 01/2025 Present
Unemployed Eldridge IA 09/2024 12/2024
University Of Iowa Hospitals Iowa City IA 05/2024 08/2024
Full Time Student Eldridge IA 01/2015 05/2024
  • 01/2025 → Present
    Davenport, IA
  • 09/2024 → 12/2024
    Unemployed
    Eldridge, IA
  • 05/2024 → 08/2024
    University Of Iowa Hospitals
    Iowa City, IA
  • 01/2015 → 05/2024
    Full Time Student
    Eldridge, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-10
  • S65 Uniform Investment Adviser Law Examination
    2025-01-10

View on SEC IAPD

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