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Current Employers
Private Wealth Asset Management

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-08-27
  • IA RA
    APPROVED
    Since 2025-08-27

Branch Locations

1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States

315 5Th St. Ste. 200, West Des Moines, IA 50265 • 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
Ih Mississippi Valley Credit Union Bettendorf IA 09/2020 08/2025
Department Of Veterans Affairs Iowa City IA 11/2017 08/2020
University Of Iowa; Department Of Veterans Affairs Iowa City IA 08/2017 11/2017
Pancheros Mexican Grill Davenport IA 05/2017 08/2017
University Of Iowa; Department Of Veterans Affairs Iowa City IA 01/2017 05/2017
Unemployed Iowa City IA 08/2016 01/2017
University Of Iowa Tippie College Of Business Iowa City IA 08/2016 05/2020
Lpl Financial, Llc Bettendorf IA 10/2020 08/2025
Private Wealth Asset Management, Llc West Des Moines IA 08/2025 Present
  • 09/2020 → 08/2025
    Ih Mississippi Valley Credit Union
    Bettendorf, IA
  • 11/2017 → 08/2020
    Department Of Veterans Affairs
    Iowa City, IA
  • 08/2017 → 11/2017
    University Of Iowa; Department Of Veterans Affairs
    Iowa City, IA
  • 05/2017 → 08/2017
    Pancheros Mexican Grill
    Davenport, IA
  • 01/2017 → 05/2017
    University Of Iowa; Department Of Veterans Affairs
    Iowa City, IA
  • 08/2016 → 01/2017
    Unemployed
    Iowa City, IA
  • 08/2016 → 05/2020
    University Of Iowa Tippie College Of Business
    Iowa City, IA
  • 10/2020 → 08/2025
    Bettendorf, IA
  • 08/2025 → Present
    Private Wealth Asset Management, Llc
    West Des Moines, IA
Previous Registrations
  • 2022-01-25 → 2025-08-27
    West Des Moines, IA
    Moline, IL
    Silvis, IL
    Galesburg, IL
    East Moline, IL
    Bettendorf, IA
    Kewanee, IL
    Dewitt, IA
    Rock Island, IL
    Davenport, IA
    Milan, IL
    Bettendorf, IA
    Bettendorf, IA
    Bettendorf, IA
    Atlanta, GA
    Moline, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-21
  • S66 Uniform Combined State Law Examination
    2022-01-21

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