Best Investors Account Sign in
Current Employers
Independent Wealth Network, Inc.

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
NH RA APPROVED 2026-05-28
FL RA APPROVED 2026-05-20
  • MA RA
    APPROVED
    Since 2026-06-09
  • NH RA
    APPROVED
    Since 2026-05-28
  • FL RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2017 → 06/2018
    Us Lawns-Andover/S&G Unlimited
    Andover, MA
  • 07/2023 → 12/2023
    Transamerica Financial Advisors, Inc
    Winter Park, FL
  • 03/2023 → 12/2023
    World Financial Group, Inc.
    Winter Park, FL
  • 02/2020 → 01/2022
    Sebastian, FL
  • 03/2019 → 02/2020
    Massey Services
    Vero Beach, FL
  • 06/2018 → 03/2019
    Bartlett Tree Experts
    Pisgah Forest, NC
  • 01/2003 → 01/2017
    Arborjet
    Woburn, MA
  • 02/2022 → 09/2023
    Massey Services
    Sebastian, FL
  • 03/2024 → 08/2025
    Tampa, FL
  • 12/2023 → 03/2024
    Unemployed
    Tampa, FL
  • 05/2026 → Present
    Independent Wealth Network
    Urbandale, IA
  • 11/2025 → Present
    Affinity Wealthcare
    Sebastian, FL
  • 08/2025 → 11/2025
    Unemployed
    Tampa, FL
  • 01/2022 → 02/2022
    Unemployed
    Sebastian, FL
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-10
  • S66 Uniform Combined State Law Examination
    2020-06-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Urbandale, IA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor