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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-14 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
Spring Hill, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Professional Insurance Systems | St. Petersburg | FL | 12/2004 | 06/2017 |
| Questar Capital Corporation | Minneapolis | MN | 02/2009 | 12/2018 |
| Questar Asset Management | Minneapolis | MN | 06/2014 | 12/2018 |
| Brokers International Financial Services | Spring Hill | FL | 01/2019 | Present |
ELITE WEALTH ADVISOR. POSITION: Marketer. NATURE: Insurance Marketing. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 04/03/2015 ADDRESS: 110 50th Ave East, Apt 1, St Pete Beach FL 33706 DESCRIPTION: Market information and products to insurance agents. CHARLES RUTENBERG. POSITION: Realtor. NATURE: Real estate sales. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/12/2017 ADDRESS: 1545 belcher rd, Clearwater FL 33764, United States DESCRIPTION: List and or sell residential properties. INSURANCE SALES POSITION: owner and Insurance Agent NATURE: Insurance planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 1500 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2014 ADDRESS: 110 50th ave e, #1, St. Pete Beach FL 33706, United States DESCRIPTION: Usual course of insurance business PLANNINGKAMP DBA FOR SECURITIES, ADVISORY AND INSURANCE BUSINESS 110 50TH AVE E STE 1, ST PETE BEACH FL 33706, 160 HOUR PER MONTH ALL DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2009-11-02 |
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