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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-26 |
| IA | RA | APPROVED | 2025-12-22 |
Branch Locations
2870 Edgewood Rd Sw #200, Cedar Rapids, IA 52404 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Iowa City | IA | 06/2022 | Present |
| J.P. Morgan Securities Llc | Iowa City | IA | 06/2022 | Present |
| U.S. Bank | Iowa City | IA | 01/2021 | 05/2022 |
| Central State Bank | Coralville | IA | 01/2020 | 12/2020 |
| Us Cellular | Iowa City | IA | 10/2018 | 01/2020 |
| Billion Automotive | Iowa City | IA | 10/2014 | 08/2018 |
| Sprint | Iowa City | IA | 08/2018 | 09/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-05 |
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