Best Investors
Account
Sign in
711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-01-28 |
Branch Locations
711 High St, Des Moines, IA 50392 • United States
Grinnell, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | West Des Moines | IA | 03/2017 | 10/2017 |
| Unemployed | Norwalk | IA | 10/2017 | 03/2018 |
| Principal Life Insurance Company | Des Moines | IA | 03/2018 | Present |
| Principal Securities, Inc. | Des Moines | IA | 03/2018 | Present |
| Trinet/Massmutual | West Des Moines | IA | 07/2016 | 10/2017 |
**THE HARBOURAGE HOMEOWNERS ASSOCIATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/23/2022 ADDRESS: 2700 N Shore Dr #501, Clear Lake IA 50428, United States DESCRIPTION: I've been asked to serve on the HOA board for our Clear Lake (IA) condo, pending approval of other board members on April 23, 2022. Activities will be to participate in discussion and determine direction for the HOA overseeing 187 owned condos and townhomes in The Harbourage, located in Clear Lake, Iowa. I will not have check writing or investment authority. **GRINNELL COLLEGE POSITION: Asst. Golf Coach NATURE: Assistant Golf Coach INVESTMENT RELATED: No NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 1 START DATE: 09/13/2024 ADDRESS: 9 Hobart Place, Grinnell IA 50112, United States DESCRIPTION: Assist Head Golf Coach as needed with practice schedule and transportation to tournaments for golf programs at Grinnell College.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-27 |
Reach out to this advisor