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302 East 7Th Street, Carroll, IA 51401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED_RES | 2026-02-06 |
| NE | RA | APPROVED | 2026-01-06 |
| IA | RA | APPROVED | 2025-11-13 |
Branch Locations
302 East 7Th Street, Carroll, IA 51401 • United States
14301 First National Bank Parkway Linden Place, Omaha, NE 68154 • United States
302 E 7Th Street, Carroll, IA 51401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-05-02 |
| NE | RA | APPROVED | 2024-08-16 |
| IA | RA | APPROVED | 2022-08-31 |
Branch Locations
302 E 7Th Street, Carroll, IA 51401 • United States
14301 Frst National Bank Pkwy Linden Place; Suite 100; Room 122, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 08/2020 | 01/2022 |
| Lead Elite | Omaha | NE | 05/2018 | 10/2018 |
| Zelaous United | Omaha | NE | 09/2017 | 05/2018 |
| Northwest Missouri State University | Maryville | MO | 08/2013 | 05/2020 |
| True Wealth Nation | Carroll | IA | 02/2022 | Present |
| True Wealth Llc | Carroll | IA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2021-01-28 |
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