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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-09-16 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
103 South Main Ave., Sioux Center, IA 51250 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Planning Firm | Sioux Center | IA | 01/2024 | Present |
| American State Bank | Sioux Center | IA | 10/2020 | 01/2024 |
| Diamond Vogel | Orange City | IA | 11/2013 | 09/2020 |
1. Family Crisis Center (Advisory Council Member) - PO Box 295 Sioux Center, IA 51250 NON-Investment Related Started 06/2021 3 hours per month (1 during securities hours) 2. Ridge Golf Club (Board Member)- 2595 Ridge Rd Sioux Center IA 51250 NON-Investment Related Started 04/2023 3 hours per month (2 during securities hours) City Owned Golf Course 3. Bethel Christian Reformed Church (Treasurer/Deacon) - 341 s Main Ave Sioux Center IA 51250 NON-Investment Related Started 01/2023 6 hours per month (1 during securities hours) Church - Non Profit
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-30 |
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