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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-10-03 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
4280 Tamiami Trail East Suite 302, Naples, FL 34112 • United States
4280 Tamiami Trail East, Suite 302, Naples, FL 34112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Copper Mountain | Frisco | CO | 10/2012 | 12/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2018 | 05/2019 |
| Northwestern Mutual Investment Services Llc | Estero | FL | 11/2018 | 05/2019 |
| Unemployed | Naples | FL | 12/2016 | 09/2018 |
| Lincoln Investment | Naples | FL | 05/2019 | 09/2022 |
| Integrity Alliance, Llc | Naples | FL | 09/2022 | Present |
American Senior Benefits; Not investment related; 4280 Tamiami Trail E, Suite 302 Naples, FL, 34112; Insurance; Agent; 06/2019; 120 hours per month; 120 hours during trading hours; sell and service fixed insurance products
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2019-03-23 |
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