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5721 Merle Hay Road Suite 14, Johnston, IA 50131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-01 |
| MO | RA | APPROVED | 2015-08-12 |
| IA | RA | APPROVED | 2012-11-19 |
Branch Locations
5721 Merle Hay Road Suite 14, Johnston, IA 50131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bresnahan Properties | Des Moines | IA | 05/1998 | Present |
| Successful Resource Management, Llc. | Johnston | IA | 10/2012 | Present |
| Investacorp Inc | Miami | FL | 11/2013 | 09/2018 |
| Self-Employed | Urbandale | IA | 10/2012 | Present |
| Successful Resource Management, Llc. | Johnston | IA | 01/2016 | 07/2019 |
| Successful Resource Management, Llc | Johnston | IA | 07/2019 | Present |
1) BRESNAHAN FAMILY LIMITED PARTNERS, INVESTMENT RELATED, CONDUCTED FROM 1010 VALLEY VIEW DRIVE, IDA GROVE, IA 51445. THE NATURE OF THIS BUSINESS IS FARMLAND OWNER, MY POSITION IN THE ORGANIZATION IS PARTNER. 05/2015 WAS THE START OF THE RELATIONSHIP. 1 HOUR/WEEK IS DEVOTED TO THIS BUSINESS, 0 HOURS DURING SECURITIES TRADING HOURS. 2) CARTRIGHT & KENNEDY, INC, NON-INVESTMENT RELATED, CONDUCTED FROM 108 THIRD STREET, SUITE 322, DES MOINES, IA 50309. CARTRIGHT & KENNEDY INC. IS A HOLDING COMPANY. MY POSITION IN THE ORGANIZATION IS OFFICER. 07/2016 WAS THE START OF THE RELATIONSHIP. 1 HOUR/MONTH IS DEVOTED TO THIS BUSINESS, 0 HOURS DURING SECURITIES TRADING HOURS. 3) Johnston Commercial Plaza, Inc. Owner. 6/2018 - Present. Commercial property ownership/management. 5721 Merle Hay Road, Suite 14, Johnston, Iowa, 50131. 10 hours/month devoted to this business, 0 hours during securities trading hours. Not investment-related. 4) Insurance Agent - 2012 - Present. Conducted from 5721 Merle Hay Road, Suite 14, Johnston, IA 50131. Duties include providing insurance products and services to clients and prospects. 1 hour/month are devoted to this activity, during normal business hours. Investment-Related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-17 |
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