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1603 22Nd Street Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-01-25 |
| IA | RA | APPROVED | 2018-01-17 |
Branch Locations
1603 22Nd Street Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 10/2012 | 12/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2013 | 12/2017 |
| Kingdom Wealth Development, Llc | West Des Moines | IA | 01/2018 | Present |
| Trinity Financial Group | West Des Moines | IA | 11/2017 | Present |
TRINITY FINANCIAL GROUP; INDEPENDENT INSURANCE AGENT; FOR VARIOUS INDEPENDENT INSURANCE COMPANIES/ INVESTMENT RELATED/INSURANCE SALES/SPENDS APPROX. 60 HRS/MTH.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-02-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-17 |
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