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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer | Reinbeck | IA | 06/2014 | 07/2019 |
| Randalls Stop 'N' Shop | Hudson | IA | 11/2015 | 07/2018 |
| Aldi | Dubuque | IA | 05/2020 | 12/2021 |
| Duluth Trading Co | Dubuque | IA | 05/2021 | 08/2021 |
| Core Investments Group, Inc. | Dubuque | IA | 01/2022 | Present |
| Hudson Community School District | Hudson | IA | 12/2012 | 05/2018 |
| Loras College | Dubuque | IA | 08/2018 | 05/2022 |
CORE INVESTMENTS GROUP; INVESTMENT RELATED; 40 MAIN ST #103 DUBUQUE, IA; NATURE OF BUSINESS IS FINANCIAL PLANNING; POSITION IS EMPLOYEE; START 1/10/2022; 130 HOURS PER MONTH/130 HOURS DURING TRADING. DUTIES INCLUDE INVSTMENT CONSULTANT ///
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-15 |
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