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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-24 |
Branch Locations
Marysville, OH • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Cincinnati | OH | 06/2015 | 05/2018 |
| World Financial Group, Inc. | Cincinnati | OH | 06/2013 | 05/2018 |
| Superior Vending Inc. | Dublin | OH | 06/2006 | Present |
| The Huntington National Bank | Upper Arlington | OH | 02/2019 | 08/2019 |
| The Huntington Investment Company | Columbus | OH | 03/2019 | 08/2019 |
| Altitude Capital Management Llc | Des Moines | IA | 06/2026 | Present |
| Ambe Healthcare Staff | Secaucus | NJ | 11/2023 | 11/2025 |
| Whitney And Associates | Des Moines | IA | 11/2025 | Present |
-INSURANCE AGENT; INVESTMENT RELATED; MARYSVILLE, OHIO; INSURANCE SALES; AGENT; STARTED 2004; SPENDS APPROXIMATELY 30% OF TIME PER MONTH ON ACTIVITY; SALE OF VARIOUS INSURANCE PRODUCTS. - SUPERIOR VENDING INC; NOT INVESTMENT RELATED; MARYSVILLE, OHIO; SNACK FOOD VENDING; OWNER; STARTED 2006; SPENDS 3-6 HOURS PER MONTH ON ACTIVITY. - TURNER WEALTH AND RETIREMENT LLC; INVESTMENT RELATED; MARYSVILLE, OHIO; DBA FOR INVESTMENT ACTIVITIES; STARTED 2025; SPENDS 20 HOURS PER WEEK ON ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-09 |
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