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500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2017-09-18 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionpoint Advisory Group | Ames | IA | 08/2014 | 09/2017 |
| Ria Advisory Group | Des Moines | IA | 09/2017 | Present |
(1) 07/02/2008: IOWA STATE UNIVERSITY ALUMNI ASSOC - NOT INV REL - COMMUNITY, CIVIC AND CHARITABLE BOARD - 1% OF TIME SPENT - IOWA STATE ATLETICS LETTERWINNERS BOARD MEMBER. ORGANIZATION PROMOTES THE ATHLETIC ALUMNI OF THE UNIVERSITY (2) 11/5/2015: G2G SERVICES LLC - NOT INV RELATED - CONSTRUCTION EQUIPMENT PARTNERSHIP, 2 HR/MO (3) 2/1/17: DAYTON PARKWAY ENTERPRISES - NOT INV RELATED - LAND DEVELOPMENT LLC, OWNER, MARKETING LAND DEVELOPMENT, 3 HR/MO (4) 5/11/17: ATC GROUP LLC - ADVISOR TECH CONSULTING, SELLING INVESTMENT RESEARCH & TECHNOLOGY TO ADVISORS, 80 HR/MO (5) 9/18/17: TREND FINANCIAL, LLC - INVESTMENT CONSULTING, 80 HR/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1989-07-20 |
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