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2600 Westown Parkway Suite 150, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-18 |
| IA | RA | APPROVED | 2022-09-20 |
Branch Locations
2600 Westown Parkway Suite 150, West Des Moines, IA 50266 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vivid Tax Advisory Services, Llc | West Des Moines | IA | 01/2015 | Present |
| Vivid Wealth Management, Llc | West Des Moines | IA | 09/2022 | Present |
1.INDEPENDENT INSURANCE AGENT;YES;3737 WOODLAND AVENUE SUITE 640 WEST DES MOINES IA 50266;FIXED INSURANCE SALES;INDEPENDENT INSURANCE AGENT;5/2007;160;160;SALES OF FIXED INSURANCE PRODUCTS 2. VIVID TAX ADVISORY SERVICES; 3737 WOODLAND AVENUE SUITE 640 WEST DES MOINES IA 50266; ESTABLISH CLIENTS FINANCIAL POSITION FINANCIAL FORCASTING, INVESTMENT PLANNING, RISK MGMT, INCOME TAX PLANNING, ESTATE PLANNING & BUSINESS PLANNING WITH THE USE OF SECURITIES, INVESTMENT ADVISORY SERVICES & INSURANCE PRODUCTS TO MEET THE CLIENTS GOALS AND OBJECTIVES. START DATE 1/21/2015; 160 HOURS DURING TRADING; 160 HOURS PER MONTH; 3) VIVID TAX CENTER 3737 WOODLAND AVE STE 640 WEST DES MOINES IA 50266; TAX PREPARATION; OWNER; 10 HOURS PER MONTH; 5 HOURS DURING TRADING; CHOOSE CPA'S TO DO TAXES HELP CPA'S WITH DELIVERY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-03 |
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