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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-01-04 |
Branch Locations
315 5Th Street Suite 200, West Des Moines, IA 50265 • United States
1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Des Moines | IA | 04/2004 | 09/2021 |
| Wells Fargo Advisors Llc | Des Moines | IA | 01/2011 | 09/2021 |
| Private Wealth Asset Management | Des Moines | IA | 09/2021 | Present |
1) STATE BOARD MEMBER FOR EARLY CHILDHOOD IA, NON INVESTMENT RELATED, DES MOINES, IA, START: 6/2013, 2 HOURS PER MONTH, BOARD PROMOTES EARLY CHILDHOOD; 2) Board Member for Polk County Early Childhood Iowa, Des Moines, IA. Not investment related. 2 hours per month. Promotes early childhood education.; 3) Appointee of the Governor's Early Childhood Taskforce, Des Moines, IA. Not investment related. 2 hours per month. Promotes early childhood education. 4) PRIVATE WEALTH ASSET MANAGEMENT; NON INVESTMENT-RELATED; 411 6TH AVENUE SE, SUITE 360, CEDAR RAPIDS, IA 52401; INSURANCE; LICENSED INSURANCE AGENT; 06/2023;10 HRS/MONTH; 10 HRS/DURING TRADING HOURS; SALES OF ACCIDENT, HEALTH AND LIFE INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-04 |
| S66 | Uniform Combined State Law Examination | 2005-12-06 |
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