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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
4601 Westown Pkwy Ste 218, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Wealth Management Llc | Spirit Lake | IA | 01/2012 | 04/2018 |
| Securities America Inc | West Des Moines | IA | 05/2018 | 07/2022 |
| Securities America Advisors | West Des Moines | IA | 05/2018 | 07/2022 |
| Midwest Heritage Financial Advisors | West Des Moines | IA | 11/2019 | 07/2022 |
| Midwest Heritage Financial Services | West Des Moines | IA | 05/2018 | 07/2022 |
| Edward Jones | St Louis | MO | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-05-25 |
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
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