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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-17 |
Branch Locations
2717 Orchard Drive Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Joyce Oaks Wealth Management Group | Cedar Falls | IA | 04/2025 | Present |
| Ameriprise Financial | Cedar Falls | IA | 06/2024 | 04/2025 |
| Get Roasted Coffee Company | Waverly | IA | 08/2023 | 05/2025 |
| Situsamc | West Des Moines | IA | 01/2024 | 05/2024 |
| Lincoln Savings Bank | Waterloo | IA | 09/2022 | 07/2023 |
| Unite Credit Union | Cedar Falls | IA | 11/2021 | 09/2022 |
| Unitix | Cedar Falls | IA | 01/2023 | 02/2023 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2022 | 05/2023 |
| Hansen's Dairy | Waterloo | IA | 10/2019 | 07/2021 |
| Black Hawk Gymnastics | Waterloo | IA | 09/2018 | 01/2019 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2021 | 05/2025 |
| Jesup Community Schools | Jesup | IA | 08/2007 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-12 |
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