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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-02-10 |
| IA | RA | APPROVED | 2024-01-08 |
Branch Locations
711 2Nd Ave Se Ste 200, Cedar Rapids, IA 52401 • United States
Coralville, IA • United States
2101 Eastland Drive Suite A-1, Bloomington, IL 61704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chicago Golf Club | Wheaton | IL | 06/2015 | 08/2019 |
| Loras College | Dubuque | IA | 08/2017 | 05/2021 |
| Ingram Micro | Carol Stream | IL | 04/2020 | 08/2020 |
| Cunat, Inc. | Mchenry | IL | 05/2021 | 07/2022 |
| Hawkeye Hotels Inc | Coralville | IA | 07/2022 | Present |
| Glenbard North Highschool | Carol Stream | IL | 01/2013 | 06/2017 |
| Guide Wealth Partners | Cedar Rapids | IA | 11/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: GUIDE WEALTH PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 8 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: HAWKEYE HOTELS INC INVESTMENT RELATED: NO ADDRESS: 2706 JAMES STREET CORALVILLE IOWA NATURE OF BUSINESS: HOTELS START DATE: 07/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ANALYZE EXISTING P&LS AND IDENTIFY HOW THOSE P&LS FIT INTO HAWKEYE'S FINANCIAL OPERATING MODEL. PROVIDE FINANCIAL AND ANALYTICAL SUPPORT FOR HAWKEYE'S NEW DEVELOPMENT AND ACQUISITIONS. INTERFACE WITH LENDERS, ANSWER QUESTIONS AND RESPOND TO INFORMATION REQUESTS. MAINTAIN AND DEVELOP VARIOUS FINANCIAL MODELS AND STANDARD TEMPLATES DISTRIBUTED FOR USE BY ALL OF FINANCE DURING THE DEVELOPMENT, ACQUISITION AND DIVESTITURE PLANNING PROCESSES, ENSURING QUALITY, ACCURACY AND FOCUSED ANALYTIC REVIEW.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-07 |
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