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5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-24 |
Branch Locations
6611 University Ave Suite 200, Des Moines, IA 50324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Des Moines | IA | 05/2000 | 02/2022 |
| Dvmfo | Des Moines | IA | 04/2023 | Present |
| Mariner Platform Solutions | Overland Park | KS | 04/2025 | Present |
| Xmc Wealth Management | Des Moines | IA | 04/2025 | Present |
| Choreo Advisors | Des Moines | IA | 02/2022 | 04/2023 |
XMC Wealth Management; Investment related, Des Moines, IA, Offering investment services through Mariner Platform Solutions, start date: 04/2025, 80 hours per month during securities trading hours. DVMFO LLC: Investment related, Des Moines IA. Single Family Office. President. Start date of April 2023. 80 hours per month including 80 hours per month during securities trading hours. Duties: Manage family office activities, oversee outside money managers, work with the family regarding overall investment allocation, estate planning, income tax planning and cash flow planning.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-12 |
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