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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-01-02 |
Branch Locations
2412 Irwin Street, Melbourne, FL 32901 • United States
923 Broad Street, Grinnell, IA 50112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grinnell College, Office Of Investments | Grinnell | IA | 02/2011 | 12/2016 |
| Triangle Financial Services | Des Moines | IA | 09/2017 | 08/2020 |
| Harbour Investments, Inc. | Madison | WI | 09/2017 | 08/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | Present |
| Self Employed | Grinnell | IA | 01/2017 | 08/2017 |
| Rossby Financial Llc | Melbourne | FL | 11/2025 | Present |
| Dba Prairie Oak Wealth, Llp | Grinnell | IA | 11/2025 | Present |
1. Mayflower Homes Board of Trustees, Grinnell, Iowa, 50112, 02/01/2021, Board Member, Secretary, Volunteer, NIR, 4/MO 2. Grinnell Chamber of Commerce, Grinnell, Iowa, 50112, 04/01/2019, Board Member, Volunteer, NIR, 1/MO, 0/MO TRADING 3. Ms. Dillion is a CPWA. 4. Jessica C Dillon, Grinnell, Iowa, 50112, 05/04/2021, Insurance Agent, Insurance/Benefits/Human Resources, IR, 4/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-20 |
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