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717 N. Harwood Street Suite 3400, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-11-19 |
| NE | RA | APPROVED | 2025-09-17 |
| CO | RA | APPROVED | 2025-09-08 |
| IA | RA | APPROVED | 2025-09-08 |
| SD | RA | APPROVED | 2025-09-08 |
| TX | RA | APPROVED | 2025-09-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa Air National Guard | Sioux City | IA | 04/2019 | Present |
| Student | Sloan | IA | 08/2013 | 05/2019 |
| Iowa State University | Ames | IA | 08/2020 | 05/2024 |
| Momentum Independent Network | Dallas | TX | 07/2021 | Present |
1] Iowa Air National Guard, Non-Investment Related, 2920 Headquarters Ave, Sioux City, IA 51111, Government/Military, Power Production Civil Engineering, 6/3/2020, 16 hrs/mo non-business, 0 hrs/mo business, Maintenance and upkeep of generators/barriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-09 |
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