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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-06-09 |
| NH | RA | APPROVED | 2026-05-28 |
| FL | RA | APPROVED | 2026-05-20 |
Branch Locations
2350 Nw 128Th St, Urbandale, IA 50323 • United States
Affinity Wealthcare, Llc 505 Beachland Blvd. Ste 1 #1167, Vero Beach, FL 32963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Lawns-Andover/S&G Unlimited | Andover | MA | 02/2017 | 06/2018 |
| Transamerica Financial Advisors, Inc | Winter Park | FL | 07/2023 | 12/2023 |
| World Financial Group, Inc. | Winter Park | FL | 03/2023 | 12/2023 |
| Edward Jones | Sebastian | FL | 02/2020 | 01/2022 |
| Massey Services | Vero Beach | FL | 03/2019 | 02/2020 |
| Bartlett Tree Experts | Pisgah Forest | NC | 06/2018 | 03/2019 |
| Arborjet | Woburn | MA | 01/2003 | 01/2017 |
| Massey Services | Sebastian | FL | 02/2022 | 09/2023 |
| Fisher Investments | Tampa | FL | 03/2024 | 08/2025 |
| Unemployed | Tampa | FL | 12/2023 | 03/2024 |
| Independent Wealth Network | Urbandale | IA | 05/2026 | Present |
| Affinity Wealthcare | Sebastian | FL | 11/2025 | Present |
| Unemployed | Tampa | FL | 08/2025 | 11/2025 |
| Unemployed | Sebastian | FL | 01/2022 | 02/2022 |
1. AFFINITY WEALTHCARE, LLC.; NOT INVESTMENT RELATED; 505 BEACHLAND BLVD. STE 1 #1167 VERO BEACH, FL, 32963; LIFE COACH AND OWNER; 11/2025; 96 HOURS PER MONTH; 40 HOURS DURING TRADING HOURS; PROVIDE ONE-ON-ONE COACHING TO INDIVIDUALS TO MAKE IMPROVEMENTS RELATIVE TO LIFESTYLE, HEALTH, AND SPENDING 2. AFFINITY WEALTHCARE, LLC.; INVESTMENT RELATED; 505 BEACHLAND BLVD. STE 1 #1167, VERO BEACH, FL, 32963; dba WHICH SECURITIES ARE OFFERED THROUGH INDEPENDENT WEALTH NETWORK, NET; INVESTMENT ADVISOR REPRESENTATIVE; 05/2026; 120 HOURS PER MONTH; 120 HOURS DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-10 |
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