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1200 Cedar Cross Rd, Dubuque, IA 52003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-07-16 |
| SD | RA | APPROVED | 2026-07-15 |
| IA | RA | APPROVED | 2026-07-14 |
Branch Locations
1200 Cedar Cross Rd, Dubuque, IA 52003 • United States
500 Willow Ave Ste 508, Council Bluffs, IA 51503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jb Ventures | North Sioux City | SD | 09/2025 | Present |
| Security National Bank Of South Dakota | Sioux Falls | SD | 02/2025 | 09/2025 |
| Sanford Health | Sioux Falls | SD | 06/2025 | 12/2025 |
| Weitzel Financial Services, Inc. | Dubuque | IA | 08/2024 | 01/2025 |
| Security National Bank | Sioux City | IA | 05/2024 | 08/2024 |
| Vetter Equipment | Onawa | IA | 05/2024 | 05/2025 |
| Two Rivers Golf Club | North Sioux City | SD | 06/2020 | 08/2023 |
| Clarke University | Dubuque | IA | 08/2023 | 05/2025 |
| Southwest Minnesota State University | Marshall | MN | 08/2021 | 05/2023 |
| Walmart | Sioux City | IA | 02/2019 | 07/2019 |
| Sergeant Bluff - Luton High School | Sergeant Bluff | IA | 08/2017 | 05/2021 |
| Subway | Sergeant Bluff | IA | 09/2017 | 11/2017 |
| Siouxland Christian | Sioux City | IA | 06/2016 | 05/2017 |
the name of the other business; JB Ventures whether the business is investment-related; No the address of the other business; 152 Oak Tree Lane North Sioux City SD 57049 the nature of the other business; Accounting/Bookkeeping your position; Finance & Operations Analyst title, or relationship with the other business; Employee the start date of your relationship; 09/2025 the approximate number of hours/month you devote to the other business; 10 the number of hours you devote to the other business during securities trading hours; 2 and briefly describe your duties relating to the other business; Track AP and AR report for some clients. Help provide assistance and organization for management personal. Create different reports to show different data trends or to track data. the name of the other business; Ironwood Capital Management whether the business is investment-related; No the address of the other business; 152 Oak Tree Lane North Sioux City SD 57049 the nature of the other business; Holding Company your position; Owner title, or relationship with the other business; Owner the start date of your relationship; 12/18/2025 (start date of the business) the approximate number of hours/month you devote to the other business; 1 hour the number of hours you devote to the other business during securities trading hours; 0 hours and briefly describe your duties relating to the other business; Run independent contractor expenses through this business
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-14 |
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