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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lattaharris, Llp | Tipton | IA | 07/2018 | Present |
| Opportune, Llp | Houston | TX | 02/2017 | 07/2018 |
| Pwc | Houston | TX | 07/2016 | 02/2017 |
| Avantax Planning Partners, Inc | Tipton | IA | 11/2023 | 10/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 10/2024 | Present |
1. Wahkonsa Country Club, 2358 Vermont Ave., Durant IA 52747, United States, 10/01/2022, Treasurer, Administrative, NIR, 2 HR/MO - 0 HR/MO TRADING 2.CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 10/2024
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