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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 | 2023-06-29 |
Branch Locations
2305 E. 52Nd St. Suite 2, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pleasure Pools & Spas | Daenport | IA | 04/2011 | 02/2022 |
| Berst Wealth Management/Coiner Financial Services | Davenport | IA | 02/2022 | Present |
Berst Wealth Management/Coiner Financial Services. 2305 E. 52nd St. Davenport, IA 52807. Is investment related. Nature of business is DBA used to offer investment and advisory services. Position is Employee. Started 2/1/2022. Hours spent on OBA is approx 160/month, with 130 hrs during security trading hrs. Duties are operations.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-16 |
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