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3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-02 |
| TX | RA | APPROVED | 2025-01-02 |
Branch Locations
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326 • United States
1245 Jordan Creek Pkwy Suite 170, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Des Moines | IA | 12/2011 | 05/2019 |
| Independent Financial Partners | Tampa | FL | 12/2011 | 03/2023 |
| Ifp Securities, Llc | Tampa | FL | 05/2019 | 03/2023 |
| Kidder Advisors Inc | Clive | IA | 11/2018 | 02/2023 |
| Kidder Advisors Llc | Clive | IA | 12/2011 | 11/2018 |
| Fuerza Financial Inc. Dba The Kidder Company | Clive | IA | 11/2018 | 02/2023 |
| Kidder Benefits Consultants Llc | Clive | IA | 02/2013 | 11/2018 |
| Bison Wealth, Llc | Atlanta | GA | 01/2023 | Present |
(1) 10/2003 Independent Insurance Agent; Investment Related; Iowa; can sell UL IUL VUL Term DI :
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-30 |
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