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2400 86Th Street Suite 32, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-01 |
| IA | RA | APPROVED | 2021-05-05 |
Branch Locations
2400 86Th Street Suite 32, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Backspin Indoor Golf & Bar | Ankeny | IA | 12/2016 | 04/2017 |
| Ankeny Glass | Ankeny | IA | 04/2017 | 11/2017 |
| Cp Golf Group, Llc | Ankeny | IA | 05/2016 | 03/2019 |
| Caddiemaster | Dallas | TX | 11/2018 | 06/2020 |
| Partners National Real Estate Group | Dallas | TX | 03/2019 | 06/2020 |
| Securities America, Inc. | Urbandale | IA | 08/2020 | 06/2021 |
| Securities America Advisors | Urbandale | IA | 01/2021 | 06/2021 |
| Wilon Wealth Management | Urbandale | IA | 05/2021 | Present |
| Purshe Kaplan Sterling | Albany | NY | 06/2021 | Present |
| Wilon Wealth Management | Urbandale | IA | 08/2020 | 05/2021 |
Wilon Wealth Management - Investment related - 2400 86th St. Unite 32, Urbandale, IA 50322 - Start: 8/24/2020 - Financial Services - 160 Hours/160 Trading Hours - investment strategies. ~~~~ Purshe Kaplan Sterling Financial - Insurance - 80 State Street, Albany, NY 12207 - Insurance - 6/02/2021 - 3 hours/3 hours trading - Fixed/Traditional Products. ~~~~ Fixed Insurance Sales - Insurance - 2400 86th St. Unite 32, Urbandale, IA 50322 - Start: 02/02/2021 - 3 Hours/3 hours Trading Hours - Fixed/Traditional Products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-15 |
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