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6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-03-31 |
| IA | RA | APPROVED | 2022-12-12 |
Branch Locations
329 12Th Avenue Se Suite 100, Cedar Rapids, IA 52401 • United States
6735 Vistagreen Way Suite 110, Rockford, IL 61107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Marion | IA | 07/2013 | 08/2019 |
| University Of Iowa | Iowa City | IA | 08/2019 | 12/2021 |
| Rsm Us Llp | Cedar Rapids | IA | 12/2021 | 04/2022 |
| Choreo, Llc | Cedar Rapids | IA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-03 |
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