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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-24 |
Branch Locations
510 East Locust Street Suite 200, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Clive | IA | 08/2016 | Present |
| Park Avenue Securities, Llc | Clive | IA | 06/2017 | 03/2023 |
| Lincoln Financial Advisors | Des Moines | IA | 04/2023 | 01/2025 |
| Osaic Wealth, Inc. | Des Moines | IA | 01/2025 | Present |
1) Inspire DSM Wealth Management - 510 East Locust Street, Ste. 200, Des Moines, IA 50309 Category: Insurance Investment Related: Yes Title: Owner Duties: Sale and service of Accident and Health Insurance, Disability Insurance, Fixed Annuities, and Traditional Life Insurance Start Date: 4/1/2023 Hours per Month: 40 Hours per Month during trading hours: 20 Update Form BR: Yes Website Address: None 2) Inspire DSM, LLC - 510 East Locust Street, Ste. 200, Des Moines, IA 50309 Category: Insurance Investment Related: Yes Title: Owner Duties: Sell property and casualty insurance Start Date: 4/1/2023 Hours per Month: 80 Hours per Month during trading hours: 40 Update Form BR: No 3) BULL MOOSE CLUB DSM POSITION: President NATURE: Networking with Conservatives 45 and under. We do not donate to campaigns or political figures. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2023 ADDRESS: 510 East Locust St., Ste 200, Des Moines IA 50309, United States DESCRIPTION: Try to recruit new members, Plan member meetings and events, set up speakers for the group. I am NOT on the Checking account. 4) INSPIRE DSM, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2023 ADDRESS: 510 East Locust Street, Suite 200, Des Moines IA 50309, United States DESCRIPTION: sell property and casualty 5) INSPIRE FINANCE DSM POSITION: Founder NATURE: This is just a DBA no structure we use this name for marketing and to write our insurances. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 40 START DATE: 04/01/2023 ADDRESS: 510 EAST LOCUST STREET, Suite 200, DES MOINES IA 50309, United States DESCRIPTION: Sale and service of Accident and Health Insurance, Disability Insurance, Fixed Annuities, and Traditional Life Insurance. This is also the company name we use to sell investments and charge planning fees 6) EQUITY BOOST LLC POSITION: owner NATURE: It is a hard money lender to start with and I will get approval if we ever add additional services like mortgage origination or underwriting certifications. The company will be an LLC INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 05/04/2026 ADDRESS: 6117 NE sherman drive, Ankeny IA 50021, United States DESCRIPTION: I will run this company which will be small and mostly automated only through the website. I will look for and approve hard money loans only in Iowa loaning money to LLC's looking to buy rental properties. There is another part of the website that talks about mortgages to owner occupied homes but that will not be used it is just a placeholder for now but I do not have any underwriting credentials or is the company approved to write these kinds of loans and will not use that for a few years. I will notify Osaic of any changes to this immediately 7) KNOXORA LLC POSITION: Owner NATURE: Single Member LLC this would be a software or technology company. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 5 START DATE: 07/23/2026 ADDRESS: 6117 NE Sherman Drive, Ankeny IA 50021, United States DESCRIPTION: When I created my company Equity Boost I had to create an Loan Origination System and when I did that I created unbeknownstto me a backend dashboard system with A2P capabilities and realized that I had a real product where I could use my existing code to create backend dashboards and apps to sell to associations, political campaigns and any other group that needs help organizing emails texting and other abilities. So what I did is take that code and made a company that can sell this IP to them that can help them text email and organize their backends. The cool thing is I already have the code and all I need to do is add labels and a few different texts to make it custom for them. The set up for each company is easy and fast since the base code it already built and works.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-09 |
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