Michael Moulthrop

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2021-04-01

CT RA
APPROVED

Since 2021-04-01

Branch Locations

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Higganum, CT • 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

Organization	City	State	From	To
Bankers Life	Old Lyme	CT	03/2014	05/2018
American Senior Benefits	Farmington	CT	05/2018	03/2019
Horizons Insurance	Higganum	CT	03/2019	Present
Iams Wealth Management	Elkhorn	NE	04/2021	Present

03/2014 → 05/2018

Bankers Life

Old Lyme, CT
05/2018 → 03/2019

American Senior Benefits

Farmington, CT
03/2019 → Present

Horizons Insurance

Higganum, CT
04/2021 → Present

Iams Wealth Management

Elkhorn, NE

Other Businesses

Horizons Insurance; Higanum, CT; Life, Health, Long-Term Care, Annuities; Insurance Agent, Non-Investment Related; Start Date 03/2019; Approximately 120 hrs/month; 60 of which are during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-03

S65 Uniform Investment Adviser Law Examination

2021-03-03

View on SEC IAPD

Current Employers

Iams Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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