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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-01-23 |
Branch Locations
307 E. Call Street Po Box 678, Algona, IA 50511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Erpelding Voigt & Co., Llp | Algona | IA | 11/2012 | 10/2023 |
| Erpelding, Voigt & Co., Llp | Algona | IA | 10/2023 | Present |
1) MYER TILE & BACKHOE LLC POSITION: Member NATURE: Installs farm drainage tile. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/10/2010 ADDRESS: 4044 490th Street, Curlew IA 50527, United States DESCRIPTION: Assist with payroll preparation, bookkeeping, creating invoices and tile maps. 2) ERPELDING, VOIGT & CO., LLP POSITION: Partner NATURE: Work is mainly tax accounting. INVESTMENT RELATED: No NUMBER OF HOURS: 167 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2023 ADDRESS: 307 E. Call Street, PO Box 678, Algona IA 50511, United States DESCRIPTION: Prepare tax returns, bookkeeping services and payroll services. This is a CPA firm and not security related. 3) CINCO GROUP POSITION: Partner NATURE: Rents real estate to our tax firm. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 10/01/2023 ADDRESS: 307 E. Call Street, PO Box 678, Algona IA 50511, United States DESCRIPTION: Real estate rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-07 |
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