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210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-01-27 |
Branch Locations
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Valparaiso, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Global Wealth Strategies & Associates, Llc | Denver | CO | 08/2023 | 12/2023 |
| Centier Bank | Merrillville | IN | 03/2019 | 02/2022 |
| Unemployed | N/A | IN | 02/2022 | 09/2022 |
| Quest Global | Lafayette | IN | 08/2018 | 01/2019 |
| Keybank | Indianapolis | IN | 05/2017 | 08/2017 |
| Dicks Sporting Goods | Bloomington | IN | 06/2016 | 05/2017 |
| B.G. Gators | Crown Point | IN | 05/2015 | 08/2021 |
| Indiana University | Bloomington | IN | 09/2015 | 05/2018 |
| Global Wealth Strategies & Associates, Llc | Denver | CO | 08/2022 | 08/2023 |
| Avantax Planning Partners | Valparaiso | IN | 01/2025 | Present |
| Avantax Planning Partners | Valparaiso | IN | 01/2024 | Present |
| Avantax Investment Services | Valparaiso | IN | 12/2023 | 09/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
(5) Inv rel: N, Add: At Residential Address, Nature: Personal real estate investment, Start date: 08/01/2021 No. HR/MO: less than 5% No. HR/MO during sec trading: 0 Position: Owner
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