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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-12 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • 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 |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 01/2023 | 01/2025 |
| Merchant Lynx | Bensalem | PA | 07/2015 | 07/2017 |
| Heartland Payment Systems | Bristol | PA | 07/2017 | 12/2019 |
| Whitney & Associates/Total Advisors | Des Moines | IA | 11/2021 | Present |
| Snap Finance | Salt Lake City | UT | 03/2020 | 08/2022 |
| Lyft | Haddon Heights | NJ | 11/2017 | 03/2020 |
| Altitude Capital Management Llc | Des Moines | IA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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