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2400 86Th Street Suite 32, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-02-04 |
| TX | RA | APPROVED | 2022-02-04 |
Branch Locations
9 Plaza Drive Ste 4, Clear Lake, IA 50428 • United States
2400 86Th Street Suite 32, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Highlands Ranch | CO | 03/2012 | 11/2017 |
| Bank Of The West | West Des Moines | IA | 09/2008 | 11/2017 |
| Bank Of The West | West Des Moines | IA | 11/2017 | 01/2022 |
| Wilon Wealth Management | Clear Lake | IA | 01/2022 | Present |
| Wilon Wealth Management | Clear Lake | IA | 01/2022 | Present |
1) Real estate investing. I receive no commissions, this is for personal investment with family and friends. Spend approx 10 hours per month on this activity. 2) Insurance - Non-investment related - Clear Lake, IA - Insurance Sales - Agent - 10/2023 - 4 hours per monrh
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-04 |
| S66 | Uniform Combined State Law Examination | 2012-07-30 |
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