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6000 Grand Avenue Suite B, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-10 |
| TX | RA | APPROVED_RES | 2026-02-09 |
| IA | RA | APPROVED | 2016-07-25 |
Branch Locations
6000 Grand Avenue Suite B, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Group, Llc | Des Moines | IA | 07/2016 | Present |
| Broker Dealer Financial Services Corp | West Des Moines | IA | 07/2016 | 08/2018 |
| Brokers International Financial Services | Des Moines | IA | 08/2018 | Present |
1) Spectrum Advisory Services INC; Not Investmenr Related; 6000 Grand Ave, Ste B, Des Moines, IA 50312; Fixed Insurance; License Agent; 10 hours per month; 10 hours during security hours; Sales and service if fixed and traditional insurance. 2) Legacy Financial Group; Investment Related; 6000 Grand Ave, Ste B, Des Moines, IA 50312; DBA for securities business; Investment Advisor; 08/27/2018; 100 hours per month; 100 hours during seurity hours; Financial planning and and advisory services. 3) Murray Housing LLC; not investment related; 224 Ema Ave, Norwalk, IA 50211; Real Estate; Minority owner/partner; 11/01/2014; 6 hours per month; 0 hours during security hours; Tenant managment, record keeping and billing 4) Indianola Church of Christ; Not investment related; 1112 Iowa Ave, Indianola, IA 50125; Church/non-profit; Treasurer; 01/01/2018; 1 hour per month; 0 hours during security hours; Review budget/cash flow. 5) LFG Insurance Services LLC; not investment related; 6000 Grand Ave, Ste B, Des Moines, IA 50312; Fixed Insurance; Owner; 04/03/2023; 5 hours per month; 0 hours during security hours; Fixed and traditional insurance sales 6) Insurance Sales; not investment related; 6000 Grand Ave. Ste B Des Moines, IA 50312; Life insurance sales; Agent; 08/06/2018; Life, Health and long term care insurance sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-02 |
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