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411 Viking Road Suite A, Cedar Falls, IA 50613 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2001-09-17 |
Branch Locations
411 Viking Road, Suite A, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cedar Valley Wealth Advisors | Cedar Falls | IA | 07/2001 | Present |
| Cedar Valley Tax & Accounting | Cedar Falls | IA | 07/2014 | Present |
CEDAR VALLEY TAX & ACCOUNTING, LLC A NON INVESTMENT RELATED CPA FIRM LOCATED AT 411 VIKING ROAD, SUITE A, CEDAR FALLS, IA 50613. MANAGING MEMBER SINCE 07/2014. TIME SPENT IS APPROXIMATELY 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS, HOWEVER, I AM READILY AVAILABLE AND IMMEDIATELY ACCESSIBLE TO INVESTMENT CLIENTS DURING THIS TIME. DUTIES INCLUDE INCOME TAX COMPLIANCE AND ADVICE AND ACCOUNTING SERVICES. TOUCHSTONE TAX & ACCOUNTING, LLC A NON INVESTMENT RELATED TAX AND ACCOUNTING FIRM LOCATED AT 411 VIKING ROAD, SUITE A, CEDAR FALLS, IA 50613. CONSULTANT SINCE 11/2022. TIME SPENT IS APPROXIMATELY 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS, HOWEVER, I AM READILY AVAILABLE AND IMMEDIATELY ACCESSIBLE TO INVESTMENT CLIENTS DURING THIS TIME. DUTIES INCLUDE INCOME TAX COMPLIANCE AND ADVICE AND ACCOUTING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-28 |
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