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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, Ginnell, IA 50112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2023 | Present |
| Self-Employed | Lynnville | IA | 06/2022 | 05/2023 |
| Grinnell College | Grinnell | IA | 07/2019 | 06/2022 |
| Grinnell College | Grinnell | IA | 01/2014 | 06/2019 |
| Rossby Financial Llc | Melbourne | FL | 11/2025 | Present |
| Prairie Oak Wealth, Llp | Grinnell | IA | 11/2025 | Present |
| Grinnell State Bank | Grinnell | IA | 06/2023 | 08/2023 |
Mayflower Homes, Board Member, 1hr/mo Beta of Iowa (Phi Beta Kappa), Treasurer, 1hr/mo Reliable Waterproofing, LLC, bookkeeper, 5 hr/mo Two months working on tax returns, which amounts to about 8hr/mo on average for the year.
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