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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-14 |
Branch Locations
5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elmcrest Country Club | Cedar Rapids | IA | 11/2022 | 08/2024 |
| Vega Sports Academy | Cedar Rapids | IA | 06/2021 | Present |
| Gm Financial | Cedar Rapids | IA | 01/2018 | 07/2022 |
| North River Yacht Club | Tuscaloosa | AL | 01/2016 | 12/2018 |
| University Of Alabama | Tuscaloosa | AL | 01/2015 | 12/2017 |
| Stillman College | Tuscaloosa | AL | 01/2014 | 12/2016 |
| Accel Wealth Management | Cedar Rapids | IA | 08/2024 | Present |
Vega Sports Academy; non-investment related; 6910 Brentwood Drive, Cedar Rapids, IA 52402; Sports Coaching; Owner; June 2021; 5 hours/month; 1 hour/month during securities trading hours; management of sports coaches
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
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