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301 Oak Ridge Circle, Waverly, IA 50677 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-03-19 |
Branch Locations
5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411 • United States
301 Oak Ridge Circle, Waverly, IA 50677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameritas Investment Corp | Lincoln | NE | 05/2013 | 03/2019 |
| Premier Advisors | Cedar Rapids | IA | 05/2013 | 11/2019 |
| Integrity Alliance, Llc | Waverly | IA | 03/2019 | Present |
| Accel Wealth Management | Cedar Rapids | IA | 03/2019 | Present |
1) Accel Wealth Management; Investment related; 5500 Fountains Drive NE, Cedar Rapids, IA 52411; Investment advisory & fixed insurance sales; Advisor; 12/02/2019; 160 hours per month; 130 hours per security hours; Provide wealth management services to clients. 2) Prairie School Foundation Board; not investment related; 401 76th Ave. SW, Cedar Rapids, IA 52404; Educational foundation; Board Member; 09/27/2025; 4 hours per month; 0 hours during security hours; Board member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-12 |
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