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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-04-27 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Taylors, SC • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us First Federal | Mt. Pleasant | SC | 01/2015 | Present |
| Brokers International Financial Services | Mt Pleasant | SC | 03/2021 | Present |
1) Insurance Agent; not investment related; 2 Angel Wing Ct, Taylors, SC 29687; Fixed Insurance Sales; Insurance Agent; 01/01/2001; 160 hours per month, 120 hours during securities hours; Sales of Fixed insurance Sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-16 |
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