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1860 Se Princeton Dr, Grimes, IA 50111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simpson College | Indianola | IA | 08/2019 | 03/2022 |
| University Of Iowa | Iowa City | IA | 02/2012 | 08/2019 |
| Merkle Retirement Planning | Grimes | IA | 03/2022 | Present |
Name: Stone Ridge Farms, LLC; Investment Related: No; Address: 1401 Prairie Ridge Drive, Polk City, IA 50226; Nature: Farming operation; Position/Title/Relationship: Owner; Hours per Month: 10; Hours during Trading: 0; Duties: Land management decision making and farming labor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-01 |
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