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1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-03-10 |
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 |
|---|---|---|---|---|
| Michael Mcvicker | Ames | IA | 02/2020 | 02/2021 |
| Northwestern Mutual Investment Services Llc | Ames | IA | 01/2020 | 02/2021 |
| Cornfed Strength And Conditioning Llc | West Des Moines | IA | 05/2017 | 02/2021 |
| Opex Fitness | Scottsdale | AZ | 06/2014 | 05/2019 |
| Northwestern Mutual Wealth Management Company | Ames | IA | 07/2020 | 02/2021 |
| Charles Schwab & Co., Inc. | West Des Moines | IA | 03/2021 | Present |
| Charles Schwab Bank, Ssb | West Des Moines | IA | 03/2021 | Present |
NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION - NON-VARIABLE INSURANCE - TIME SPENT 5% - AGENT. SELL FIXED INSURANCE THAT INCLUDES, LTC, DI, AND LIFE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-05-01 |
| S65 | Uniform Investment Adviser Law Examination | 2019-11-11 |
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