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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED | 2024-02-12 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Financial Advisory Services, Llc | Buffalo Grove | IL | 04/2016 | 08/2017 |
| Healthmarkets | Aurora | IL | 11/2009 | Present |
| Sgl Financial, Llc | Buffalo Grove | IL | 08/2017 | 02/2023 |
| Ns Capital Llc | Vernon Hills | IL | 02/2023 | 02/2024 |
| Intellectual Business Solutions, Llc | Rome | GA | 02/2024 | Present |
| Brokers Financial | Rome | GA | 02/2024 | Present |
1. Intellectual Business Solutions, LLC; investment related; 916 Radio Springs Road SW, Rome, GA 30165; DBA for securities and insurance; Owner/Agent; 02/01/2024; 160 hours per month, 120 hours during securities hours; provide advisory wealth planning and insurance sales. 2. Insurance Agent; not investment related; 916 Radio Springs Road SW, Rome GA 30165; Fixed Insurance Agent; 04/01/2016; 30 hours per month, 20 hours during securities hours; sales of fixed insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-27 |
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