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5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-27 |
Branch Locations
5025 Utica Ridge Rd Suite 101, Davenport, IA 52807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Group Benefit Partners | Waverly | IA | 09/2021 | 02/2022 |
| Principal Life Insurance Company | West Des Moines | IA | 03/2024 | 02/2026 |
| Principal Securities, Inc. | West Des Moines | IA | 03/2024 | 02/2026 |
| Wartburg College | Waverly | IA | 08/2019 | 01/2024 |
| North Scott High School | Eldridge | IA | 08/2013 | 06/2019 |
| Wealthspan Partners, Llc | Davenport | IA | 02/2026 | Present |
1) Licensed insurance agent; Investment-related; Same address; No activity conducted; 0% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-22 |
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