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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2015-05-07 |
| IA | RA | APPROVED | 2012-11-02 |
Branch Locations
717 N. Harwood Street Suite 3400, Dallas, TX 75201 • UNITED STATES
302 Jones St Ste 340, Sioux City, IA 51101 • United States
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 |
|---|---|---|---|---|
| Momentum Independent Network Inc. | Sioux City | IA | 10/2010 | Present |
1] JVB LLC; Investment related; Jefferson SD; Owner; Started January 2011; 1 hr/week, zero hrs/week during business hours; this is an entity that my Momentum Independent Network Inc. compensation flows through. 2}Dakota Valley School District - Head Softball Coach - Start date 10/21/2025; 15 hrs week; Compensation: stipend during softball season; 10-60 hrs/mo during non-business hrs, 0 hrs/mo hours during business hours, coach for youth school softball. 3]Dakota Valley Softball Association, Non investment related, Jefferson, SD, President, Non-Profit youth softball association, Start date 7/26/2024, 4 hrs per/mo non-business hours, 0 hrs per/mo business hours, Lead the association in its vision to expand the youth softball program for students who attend Dakota Valley.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-01 |
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