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3475 Utica Ridge Road, Bettendorf, IA 52722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-05-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Financial Partners | Davenport | IA | 05/2010 | Present |
| Alphastar Capital Management, Llc | Cornelius | NC | 06/2017 | Present |
| Metro Valley Partners, Llc | Bettendorf | IA | 06/2017 | Present |
| Dk Wealth Management, Inc | Bettendorf | IA | 06/2017 | Present |
DK WEALTH MANAGEMENT, INVESTMENT RELATED, FIXED ANNUITY AND LIFE INSURANCE AND LONG TERM CARE INSURANCE, THROUGH FMO . MAKES UP 20% TO 30% OF DAILY ACTIVITIES. 3475 UTICA RIDGE RD. Bettendorf, IA 52722. METRO VALLEY PARTNERS, LLC, INVESTMENT RELATED, MANAGES COMMERCIAL REAL ESTATE - 1 HOUR PER MONTH DURING TRADING HOURS ALPHASTAR CAPITAL MANAGEMENT, LLC - INVESTMENT RELATED - CORNELIUS, NC - INVESTMENT ADVISER REPRESENTATIVE - 2 HRS/MONTH DURING TRADING - ADVISORY SERVICES. IT Works Global. Non- Investment Related - Distributor of health related products. 3/2016. Makes up of 0% of time allocated daily/monthly. Spouse is main contact and handles all work related to the aspect of this business. 1400 9th Ave Ct E, Andalusia, IL 61232
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-04 |
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