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Des Moines, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeast Polk Community School District | Pleasant Hill | IA | 09/2001 | 06/2018 |
| Ao Wealth Advisory, Llc | Urbandale | IA | 08/2017 | Present |
| Teacher Wealth, Llc | Des Moines | IA | 05/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-10 |
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