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1043 South Oakwood Ave, Geneseo, IL 61254 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2017-09-18 |
| IA | RA | APPROVED | 2017-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moorhead Patterson & Company, P.C | Davenport | IA | 05/2007 | Present |
| Wisdom Financial Services, L.L.C. | Geneseo | IL | 08/2016 | Present |
Moorhead Patterson & Company, P.C. CPA's; 3910 Lillie Avenue Davenport, IA 52806 Certified Public Accounting Firm; Non-investment related. CPA/Partner 160 hours per month. Tax preparation, auditing and monthly general ledger work.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-18 |
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