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600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-17 |
Branch Locations
600 Star Brewery Drive Suite 400, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hy-Vee | Dubuque | IA | 12/2015 | 04/2017 |
| Unemployed | Dubuque | IA | 05/2017 | 08/2017 |
| Walhert Catholic | Dubuque | IA | 08/2013 | 05/2017 |
| Coe College | Cedar Rapids | IA | 08/2017 | 05/2022 |
| Mcgraw-Hill | Dubuque | IA | 05/2018 | 08/2018 |
| Mcgraw-Hill | Dubuque | IA | 05/2019 | 08/2019 |
| Kunkel & Associates | Dubuque | IA | 05/2020 | 08/2020 |
| Kunkel & Associates | Dubuque | IA | 05/2021 | 08/2021 |
| Unemployed | Dubuque | IA | 05/2022 | 07/2022 |
| Change Healthcare | Nashville | TN | 07/2022 | 04/2023 |
| Optum | Eden Prairie | MN | 04/2023 | 02/2025 |
| Friday Financial | Dubuque | IA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-13 |
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