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1100 Capitol Avenue Suite 200, Omaha, NE 68102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-21 |
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