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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-26 |
Branch Locations
5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411 • United States
301 Oak Ridge Circle, Waverly, IA 50677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 09/2008 | 03/2019 |
| Premier Advisors | Cedar Rapids | IA | 09/2008 | 11/2019 |
| Brokers International Financial Services | Cedar Rapids | IA | 03/2019 | 08/2020 |
| Accel Wealth Management | Cedar Rapids | IA | 03/2019 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; SAME AS BRANCH; INV REL; HELPING CLIENTS GROW AND PROTECT THEIR NET WORTH THROUGH RETIREMENT PLANNING; AGENT; START DATE=09/2008; HRS/MO=180; TRADING HRS/MO=160; INSURANCE SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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