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3390 Asbury Road, Dubuque, IA 52002-2801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2018-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hk Financial Services, Inc. | Dubuque | IA | 02/2018 | Present |
| Honkamp Krueger & Co, P.C. | Davenport | IA | 01/2016 | Present |
(1) I am an Accounting Manager with Honkamp Krueger & Co., P.C., a regional CPA firm. I am located at 908 W. 35th Street, Davenport, IA 52806. I have been with the CPA firm since 01/2016. I work approximately 160 hours a month. I provide services that are typical of public accounting, including tax services, consulting, and account services to a variety of different clients and client types. Most of my work is during securities trading hours. My employment is not securities-related or investment-related. (2) I am the treasurer for the non-profit Gilda's Club of the Quad Cities. My participation is not investment-related. It is 1234 East River Drive, Davenport, IA 52803. I have been the treasurer of the board since 01/2015. I handle the finances for the organization, including paying bills, approving invoices, and depositing donations received. I devote approximately 10 hours per month to this activity, mostly during non-securities trading hours. (3) I am a volunteer Treasurer for Moline Baseball Academy, Inc., a not-for-profit organization located at 406 E. 10th Avenue, Coal Valley, IL 61240. I have participated in this activity since 05/2018. I handle the finances for the organization, which might include paying bills and depositing donations received. I devote approximately 2-5 hours per month to this activity, mostly during non-securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-18 |
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