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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-11-26 |
Branch Locations
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 07/2021 | 08/2024 |
| Theisens | Ames | IA | 01/2021 | 05/2021 |
| Iowa State University | Ames | IA | 08/2019 | 05/2021 |
| Des Moines Area Community College | Ankeny | IA | 08/2017 | 05/2019 |
| South Hardin Schools | Eldora | IA | 08/2004 | 05/2017 |
| Menards | Ankeny | IA | 08/2017 | 06/2019 |
| Prestage Farms | Ames | IA | 06/2019 | 08/2019 |
| Prestage Farms | Ames | IA | 05/2020 | 09/2020 |
| Iowa Department Of Revenue | Des Moines | IA | 01/2020 | 04/2020 |
| Foster Group, Inc. | West Des Moines | IA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
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