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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-04-24 |
Branch Locations
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-07-02 |
Branch Locations
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Des Moines | IA | 06/2016 | 02/2018 |
| Brokers International Financial Services, Llc | Urbandale | IA | 02/2018 | 12/2019 |
| Advantage Solutions | Ankeny | IA | 12/2019 | Present |
| Brokers International Financial Services | Urbandale | IA | 06/2021 | Present |
| Integrity Advisory Solutions | Urbandale | IA | 04/2024 | Present |
Advantage Solutions; Not investment related; 1505 NW Campus Drive, Ankeny, Iowa 50023; Food brokerage; Business development Manager; Started 12/7/2020; 160 hours per month, 0 during trading; Represent food companies to HyVee, Fareway and AWG.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-19 |
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