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1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
| IA | RA | APPROVED | 2019-12-13 |
Branch Locations
1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionpoint Advisory Group | West Des Moines | IA | 09/2013 | 12/2019 |
| Lpl Financial Llc | West Des Moines | IA | 09/2013 | 12/2019 |
| Wealth Advisors Of Iowa | West Des Moines | IA | 12/2019 | Present |
1. No business name- investment related- at reported business location- non-variable insurance- 5% of time spent, agent, sell fixed insurance that includes long term care, disability insurance and life. 2. Capobianco Wealth management, LLC. Business entity for tax-investment purposes only. 0 hours per month. 3. Midland national life insurance company- non variable insurance- investment related- 1601 West Lakes Parkway, West Des Moines, IA, 50266- broker for midland national life insurance company, direct licensing no agency- 1 hour per month, 0 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-09 |
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