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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-27 |
| IL | RA | APPROVED | 2020-06-08 |
| TX | RA | APPROVED_RES | 2020-06-08 |
Branch Locations
2350 Nw 128Th St, Urbandale, IA 50323 • 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 |
|---|---|---|---|---|
| Ausdal Financial Partners Inc | East Peoria | IL | 06/2015 | 06/2020 |
| Ausdal Financial Partners Inc | East Peoria | IL | 06/2015 | 06/2020 |
| Anthem Financial | Peoria | IL | 06/2020 | Present |
| Independent Wealth Network, Inc. | Urbandale | IA | 06/2020 | Present |
| Elite Performance Coaching | Peoria | IL | 05/2023 | Present |
1) TNBC; investment related; Peoria, IL; Fixed Insurance Sales; Life Insurance Agent; 01/01/2010; 4 hour per month; 1 hours per month during trading hours; quote and sell life, LTC, and disability insurance 2) Impact Peoria; not investment related; 6605 N. Parkview Terrace, Peoria, IL 61614; non-profit; Board Member; 03/01/2017; 1 hour per month; 0 during trading hours; board member for a nonprofit volunteer group 3) Canes Baseball Central Illinois; not investment related; 8400 N. Orange Prairie Rd., Peoria, IL 61615-9333; youth baseball; Volunteer Coach; 01/03/2022; 25 hours per month; 0 during trading hours; volunteer helping to coach practices and games 4) Elite Performance Coaching; not investment related; 6605 N. Parkview Terrace, Peoria, IL 61614; performance coach; Mental Game Coaching Professional (MGCP); 05/03/2023; 4 hours per month; 0 during trading hours; helping athletes improve their mental game skill by meeting with them to discuss the nature of their sports performance and inconsistencies in competition 5) Peak Pro Financial; investment-related; 7979 E. Tufts Ave. Suite 1050, Denver, CO 80237; Fixed Insurance Sales; Independent Insurance Agent; 10/04/2023; 8 hours per month; 8 during trading hours; quote and sell insurance 6) Anthem Financial; investment-related; 6605 N. Parkview Terrace, Peoria, IL 61614; dba advisory business; Owner; 03/03/2020; 200 hours per month; 200 during trading hours; dba advisory business 7) Champion Forward; not investment related; Franklin, TN; Sports Coaching; Advocate/Ambassador; 07/22/2026; 4 hours per month; 2 during trading hours; help athlestes, coaches, parents, and the community experience sports in a healthy way
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-24 |
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