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3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2025-12-08 |
Branch Locations
3925 Fountains Blvd Ne Suite 200, Cedar Rapids, IA 52411 • UNITED STATES
1011 Office Park Road Suite 8, West Des Moines, IA 50265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aflac | Mingo | IA | 08/2016 | 11/2016 |
| Tunink Murray Financial Group | West Des Moines | IA | 10/2016 | 10/2021 |
| Scott Murray | Des Moines | IA | 05/2018 | 12/2024 |
| Avantax Insurance Agency Llc | Des Moines | IA | 06/2018 | 10/2021 |
| Avantax Investment Services, Inc. | Des Moines | IA | 06/2018 | 10/2021 |
| Salsa Dsm | Des Moines | IA | 05/2018 | 01/2019 |
| Center Grove Orchard | Cambridge | IA | 08/2019 | 11/2019 |
| The Home Depot | Urbandale | IA | 09/2019 | 09/2019 |
| Lpl Financial, Llc | West Des Moines | IA | 10/2021 | 12/2025 |
| Nations Financial Group, Inc. | West Des Moines | IA | 12/2025 | Present |
Harris Wealth Services. Investment Related. 1011 Office Park Road #8, West Des Moines, IA 50265. DBA to offer investment and advisory services. Position is owner. Start Date: 01/01/2025. Approx. 160 hours devoted to other business. Approx. 160 hours devoted to other business during security trading hours. Providing investment and advisory services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-04 |
| S66 | Uniform Combined State Law Examination | 2019-05-31 |
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