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1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-11-13 |
| IA | RA | APPROVED | 2019-12-13 |
Branch Locations
1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visionpoint Advisory Group | West Des Moines | IA | 09/2013 | 12/2019 |
| Lpl Financial Llc | West Des Moines | IA | 10/2013 | 12/2019 |
| Wealth Advisors Of Iowa | West Des Moines | IA | 12/2019 | Present |
(1) 9/30/2013: NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 5% - AGENT. SELL FIXED INSURANCE THAT INCLUDES, LTC, DI, AND LIFE. (2) 1/8/2016 - Pearson Wealth Management LLC - Investment Related - Home: 4334 NW 168th Court Clive, IA 50325 - Business Entity For Tax/Investment Purposes Only - Started 01/01/2016 - 0 Hours Per Month - S-corporation for tax purposes only. (5) 07/11/2016 - Midland National Life Insurance Company - Non-Variable Insurance - INV REL -Start 04/11/2016 - 1601 West Lakes Parkway West Des Moines, IA 50266 - Broker for Midland National Life Insurance Company, Direct licensing no agency - 1 Hr/Mo; 0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-30 |
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