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1050 Se Olson Drive Suite I, Waukee, IA 50263 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-12-23 |
Branch Locations
1050 Se Olson Drive Suite I, Waukee, IA 50263 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger) | West Des Moines | IA | 05/2001 | 12/2019 |
| Actis Wealth Management L.C. | Waukee | IA | 12/2019 | Present |
| Central Iowa Resellers Llc | Des Moines | IA | 10/2019 | Present |
| Triforce Management Applications Llc | Des Moines | IA | 12/2017 | 07/2021 |
| Awm Properties L.C. | Des Moines | IA | 02/2008 | Present |
| Weckman Properties L.C. | Des Moines | IA | 04/2002 | 10/2020 |
| Brian Weckman, Sole Proprieter | Des Moines | IA | 06/2001 | 09/2025 |
| Progenitor Capital Llc | New Virginia | IA | 10/2024 | Present |
(1.) 3/21/2008: AWM Properties, LLC - Investment Related - 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 - Real Estate Rental - Time Spent 1% - Real estate LLC that will own our office condo. 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 There are no other business functions other than the ownership & management of our office. (2.) 1/7/2013: AWM Properties - Investment Related - 9295 Bishop Dr, Ste 105, West Des Moines, IA 50266 - Real Estate Rental - Time Spent 1% - Rent out part of our office. (3.) 10/10/2019 - Central Iowa Resellers - Not Investment Related - Home Based - Other-Business Owner - Started 10/01/2019 - 10 Hours Per Month/0 Hours During Securities Trading - Purchasing of estate sale liquidations and the resale of personal items purchased. (4.) Progenitor Capital LLC; No; New Virginia, IA; Owner/ Managing Member; 10/2024; 10/ HRS MO; 0/ HRS MO;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-25 |
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