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Arnold And Mote Wealth Management CRD 283698
$168M regulatory AUM 24 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1202 Dina Court Suite B, Hiawatha, IA 52233 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-11 |
| IA | RA | APPROVED | 2018-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hylland Capital Management, Llc | North Liberty | IA | 09/2015 | 12/2019 |
| Department Of Defense - Norfolk Naval Shipyard | Portsmouth | VA | 12/2010 | 09/2017 |
| Arnold And Mote Wealth Management | Hiawatha | IA | 12/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-24 |
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