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1860 Se Princeton Dr, Grimes, IA 50111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2020-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Big Green Umbrella Media | Johnston | IA | 05/2016 | 10/2017 |
| Elite Retirement Planning, Llc | Grimes | IA | 10/2017 | Present |
Primary props and set designer at the Des Moines Playhouse. This is a part time role (20 hours a month) and can receive compensation for time spent performing these duties. This OBA is not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-21 |
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