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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-05 |
Branch Locations
231 First St E, Independence, IA 50644 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fareway Stores Inc. | Independence | IA | 08/2019 | 08/2023 |
| Investment Center Inc. | Independence | IA | 10/2022 | 11/2023 |
| East Buchanan Community Schools | Winthrop | IA | 08/2008 | 05/2021 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2021 | 05/2025 |
| United Planners Financial Services | Scottsdale | AZ | 08/2023 | 11/2023 |
| Integrated Accounting Solutions | Waterloo | IA | 12/2023 | 05/2024 |
| Investment Center Inc. | Independence | IA | 05/2024 | Present |
| United Planners Financial Services | Scottsdale | AZ | 07/2024 | Present |
| Cetera Financial Group | San Diego | CA | 12/2023 | 05/2024 |
| Fareway Stores, Inc | Independence | IA | 08/2019 | 01/2025 |
1.) INSURANCE CENTER - INSURANCE AGENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 05/2024 - INVESTMENT RELATED 2.) INVESTMENT CENTER, INC - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 05/2024 - INVESTMENT RELATED 3.) HARLEY NELSON CPA - CPA - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - INDEPENDENCE, IA - SINCE 11/2025 - NOT INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-05 |
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