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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-22 |
Branch Locations
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
3390 Asbury Road, Dubuque, IA 52002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Davenport | IA | 11/2022 | 11/2025 |
| Lyons Service Center | Cascade | IA | 06/2017 | 07/2020 |
| Hy-Vee | Davenport | IA | 09/2020 | 06/2022 |
| Starbucks Corporation | Davenport | IA | 03/2022 | Present |
| Full-Time Education | Cascade | IA | 10/2012 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Avantax Planning Partners | Dubuque | IA | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: STARBUCKS CORPORATION INVESTMENT RELATED: NO ADDRESS: DUBUQUE, IA 52002 NATURE OF BUSINESS: RETAIL COFFEE SHOP START DATE: 03/2022 POSITION/TITLE/RELATIONSHIP: BARISTA APX NUMBER OF HOURS PER WEEK: 16 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BARISTA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-29 |
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