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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-18 |
| VA | RA | APPROVED | 2026-03-18 |
| CA | RA | APPROVED | 2017-11-30 |
| IL | RA | APPROVED | 2017-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial, Inc. | Naperville | IL | 10/2015 | 11/2017 |
| Financial Wellness, Llc | Warrenville | IL | 11/2017 | Present |
| Brokers International Financial Services, Llc | Warrenville | IL | 01/2018 | Present |
| Independent Wealth Network | Phoenix | AZ | 11/2017 | Present |
1. Financial Wellness, LLC Investment Related: No Address: 2S261 Williams Road Warrenville IL 60555 Nature of Business: Other Insurance: Position, Owner: Start Date: 7/1/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Insurance Product Sales. 2. PREFERRED WEALTH MANAGEMENT; INVESTMENT RELATED; WARRENVILLE, IL; DBA THROUGH WHICH ADVISORY SERVICES ARE OFFERED THROUGH INDEPENDENT WEALTH MANAGEMENT; INVESTMENT ADVISER REPRESENTATIVE; 11/2017; 40 HOURS PER MONTH; 40 HOURS DURING SECURITIES TRADING HOURS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
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