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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-31 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
114 At Gravitate Downtown, 500 Locust St, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Northern Iowa | Cedar Falls | IA | 05/2013 | 07/2018 |
| Lincoln Public Schools | Lincoln | NE | 07/2018 | 05/2021 |
| Cast Financial Llc | Beaver Crossing | NE | 09/2019 | 07/2020 |
| Cast Financial Llc | Beaver Crossing | NE | 07/2020 | 05/2021 |
| Rsm Wealth Management | Minneapolis | MN | 06/2021 | 02/2022 |
| Choreo, Llc | Minneapolis | MN | 02/2022 | 03/2025 |
| Compound Planning | Des Moines | IA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-30 |
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