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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-29 |
| IA | RA | APPROVED | 2024-12-02 |
Branch Locations
6400 Westown Pkwy Ste 115, West Des Moines, IA 50266 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Phoenix | AZ | 03/2020 | 06/2021 |
| Eight Fingers Llc Dba Sophia's Kitchen | Scottsdale | AZ | 03/2019 | 03/2020 |
| Living Room Llc | Scottsdale | AZ | 06/2015 | 03/2019 |
| Principal Life Insurance Company | West Des Moines | IA | 03/2024 | 09/2024 |
| Principal Securities Inc | West Des Moines | IA | 03/2024 | 09/2024 |
| Accredited Family Healthcare | Gilbert | AZ | 06/2021 | 04/2023 |
| Aura Restaurant And Lounge | Clive | IA | 04/2023 | 02/2024 |
| Wells Fargo Clearing Services, Llc | West Des Moines | IA | 09/2024 | Present |
| Iauso Youth Sports Officials | Des Moines | IA | 06/2022 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-05-23 |
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