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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-28 |
| PA | RA | APPROVED | 2019-09-06 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
115 Bloomingdale Ave., Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nations Financial Group, Inc. | Wayne | PA | 09/2009 | Present |
ST JOSEPH REALTY PARTNERS, LLC; INVESTMENT RELATED; 115 BLOOMINGDALE AVE., WAYNE, PA 19087; NATURE OF BUSINESS IS OWNER OF BUILDING. POSITION IS OWNER; START DATE 06/15/15; 1 HOUR PER MONTH/0 DURING TRADING. DUTIES ARE MAINTAINING BOOKS AND RECORDS /// MCCLOSKEY FINANCIAL GROUP LLC, IS INVESTMENT RELATED, 115 BLOOMINGDALE AVE., WAYNE, PA 19087 NATURE OF BUSINESS IS INVESTMENT AND ADVISORY SERVICES. POSITION IS OWNER.START 1/1/2008, 160 HOURS PER MONTH, 160 HOURS DURING TRADING. DUTIES ARE FINANCIAL PLANNING& MANAGING OFFICE// HIGHLAND CAPITAL BROKERGAE. 2002 RENAISSANCE BLVD. STE 220. KING OF PRUSSIA, PA 19406. IS INVESTMENT RELATED. NATURE OF BUSINESS IS LIFE INSURANCE, LTC, DISABILITY. POSITION IS AGENT. STARTED 10/1/19. APPROX 2 HRS/MONTH ON THIS BUSINESS, DURING SECURITY TRADING HRS. DUTIES ARE SALE OF INSURANCE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-22 |
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