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Des Moines, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Des Moines | IA | 08/2016 | 07/2026 |
| Polson Wealth Management | Des Moines | IA | 07/2026 | Present |
(1)Name of Business: Lozier Lake Cottage LLC Address: 20 37th Street , Des Moines, IA, 50312, United States Activity Type: Business Owner Position/Title: Other Investment Related: No Start Date: 10/23/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife is a member of the LLC. She stands to inherit a portion of the property when her second parent passes away.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-16 |
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