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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Cedar Rapids | IA | 02/2023 | 07/2023 |
| Impact Bnd | New Haven | CT | 04/2022 | 02/2023 |
| Greatamerica Financial Services | Cedar Rapids | IA | 03/2018 | 04/2022 |
| Cedar Rapids Toyota | Hiawatha | IA | 08/2015 | 03/2018 |
| Thrivent Investment Management Inc | Cedar Rapids | IA | 06/2023 | 09/2024 |
| Thrivent Financial | Appleton | WI | 07/2023 | 01/2024 |
| Thrivent Financial | Appleton | WI | 01/2024 | 09/2024 |
| Osaic Wealth Inc | Cedar Rapids | IA | 09/2024 | Present |
1. BRIDGEHAVEN PREGNANCY SUPPORT CENTER POSITION: Board Member NATURE: Bridgehaven Pregnancy Support Center has offered compassion, hope, and help in the circumstances before, during, and after pregnancy in the Cedar Rapids area. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission 2. WEALTHSTONE FINANCIAL POSITION: Agent NATURE: Insurance Agent - Sales - Investment Related INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/04/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Occasionally help clients obtain life or long term care insurance 3. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Investment Advisor at WealthStone Financial INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/04/2024 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Financial Planning, Investment Advisor 4. WEALTHSTONE FINANCIAL POSITION: Financial Advisor NATURE: Unsure. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 02/28/2025 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: As a Notary, I would assist clients in notarizing documents as needed. This is not something that is done for compensation, simply for service with clients. We do not market this service. 5. DRONE PHOTOGRAPHY POSITION: Pilot NATURE: Sole Prop. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/01/2021 ADDRESS: Cedar Rapids IA 52405 DESCRIPTION: I take photos of real estate with my drone. Jobs are listed on the website "Zeitview" for which I am an approved and licensed pilot. If I have time and capacity, I will accept the drone job and complete them at a time that works for me. 6. GOOD FRIDAY PRAYER BREAKFAST POSITION: Board Member NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 07/01/24 ADDRESS: Cedar Rapids IA 52403 DESCRIPTION: help advertise for the event, and coordinate a keynote speaker, and also determine people to pray for the various leadership roles we are praying for. 7. RENTAL PROPERTY POSITION: Owner NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/30/22 ADDRESS: Hiawatha IA 52233 DESCRIPTION: I own a single family rental property. I have various maintenance duties and collect rent. 8. BRIDGEHAVEN PREGNANCY CENTER POSITION: Board Member NATURE: 501c3 Non-Profit INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 7/25/24 ADDRESS: Cedar Rapids IA 52402 DESCRIPTION: Voting on budget, mentoring staff/leadership team, attending events, and helping keep the direction of the ministry to stay focused on our core mission
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-08 |
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