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Adam Charles Bormann

Paladin Wealth Partners

Clive, IA

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Current Employers
Paladin Wealth Partners

13375 University Avenue, Suite 300, Clive, IA 50325 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2017-06-05
  • IA RA
    APPROVED
    Since 2017-06-05

Branch Locations

13375 University Avenue, Suite 300, Clive, IA 50325 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hjn Advisors, Llp Des Moines IA 04/2014 12/2016
Ausdal Financial Partners, Inc. Davenport IA 04/2014 12/2016
Paladin Wealth Partners West Des Moines IA 06/2017 Present
Trail Runner International Llc Truckee CA 01/2017 05/2017
Mountain Lion Aviation Llc Truckee CA 01/2017 05/2017
  • 04/2014 → 12/2016
    Hjn Advisors, Llp
    Des Moines, IA
  • 04/2014 → 12/2016
    Ausdal Financial Partners, Inc.
    Davenport, IA
  • 06/2017 → Present
    West Des Moines, IA
  • 01/2017 → 05/2017
    Trail Runner International Llc
    Truckee, CA
  • 01/2017 → 05/2017
    Mountain Lion Aviation Llc
    Truckee, CA
Previous Registrations
  • 2014-04-21 → 2017-01-20
    Hjn Advisors, Llp
    Des Moines, IA
    Truckee, CA
    Truckee, CA
  • 2011-03-16 → 2014-04-22
    West Des Moines, IA
    West Des Moines, IA
    Des Moines, IA
    Des Moines, IA
  • 2011-01-03 → 2011-03-15
    Clive, IA
  • 2008-05-14 → 2011-01-03
    Wells Fargo Investments, Llc
    Des Moines, IA
    Clive, IA
  • 2006-10-27 → 2008-05-02
    Des Moines, IA
Other Businesses

1) ADAM BORMANN (INDEPENDENT CONTRACTOR); CLIVE, IA; INSURANCE SALES; OWNER; ACTIVITY BEGAN 04/21/2014; APPROXIMATELY 10 HOURS PER MONTH, 10 HOURS DURING TRADING HOURS; SELL INSURANCE PRODUCTS THROUGH A BROKERAGE GENERAL AGENCY. PRODUCTS INCLUDE LIFE INSURANCE, DISABILITY INCOME INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES; COMPENSATION BY COMMISSION.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-10-24
S63 Uniform Securities Agent State Law Examination 2001-12-18
  • S65 Uniform Investment Adviser Law Examination
    2006-10-24
  • S63 Uniform Securities Agent State Law Examination
    2001-12-18
Designations
Other Names
  • Adam C Bormann

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