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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Saline, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heritage Investors Llc | Knoxville | TN | 03/2019 | 10/2019 |
| Powerhouse Inc | Sevierville | TN | 10/2009 | 01/2019 |
| Leesburg Stop-N-Go Llc | Leesburg | IN | 04/2019 | 07/2020 |
| Knoxville Appraisal Company | Knoxville | TN | 03/2020 | 09/2022 |
| Sole Proprietor | Seymour | TN | 04/2021 | 05/2024 |
| Ridgebrook Capital Management Llc | Cookeville | TN | 07/2024 | 06/2025 |
| Ridgebrooke Retirement Planning, Llc | Cookeville | TN | 07/2024 | 06/2025 |
| Forthright Capital Advisory, Llc | Las Vegas | NV | 06/2025 | 08/2025 |
| Forthright Capital Partners, Llc | Las Vegas | NV | 06/2025 | 08/2025 |
| Altitude Capital Management Llc | Des Moines | IA | 10/2025 | Present |
| Whitney & Associates | Des Moines | IA | 09/2025 | Present |
(1) INSURANCE AGENT- INVESTMENT RELATED-SALINE MICHIGAN, INSURANCE SALES, AGENT, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. (2) MICRO1 INC.; NOT INVESTMENT RELATED; PALO ALTO, CA; AI MODEL TRAINING CONTRACTOR - SUBJECT MATTER REVIEW OF MODEL OUTPUTS; APPROXIMATELY 30% OF HIS TIME IS SPENT ON THIS ACTIVITY WITH APPROXIMATELY 15% DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
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