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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-07-22 |
Branch Locations
231 First St E, Independence, IA 50644 • United States
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual | Waterloo | IA | 10/2018 | 02/2019 |
| Investment Center | Independence | IA | 04/2019 | Present |
| Field Brothers Moving Company | Charles City | IA | 05/2016 | 12/2018 |
| Insurance Center | Independence | IA | 04/2019 | Present |
1.) INVESTMENT CENTER - VICE PRESIDENT OF PORTFOLIO MANAGEMENT & TRADING - DBA NAME FOR MARKETING PURPOSES ONLY - INDEPENDENCE, IA - SINCE 04/2019 - INVESTMENT RELATED 2.) DEON CLEVELAND - ASSOCIATE VICE PRESIDENT - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 04/2019 - INVESTMENT RELATED 3.) INSURANCE CENTER - VICE PRESIDENT OF PORTFOLIO MANAGEMENT & TRADING - NON-VARIABLE INSURANCE - INDEPENDENCE, IA - SINCE 04/2019 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-20 |
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