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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-09 |
Branch Locations
699 Walnut St Ste 1325, Des Moines, IA 50309 • United States
2424 Edenborn Ave Ste 680, Metairie, LA 70001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Solon | IA | 06/2026 | Present |
| Unemployed | Solon | IA | 08/2018 | 04/2019 |
| Grinnell Mutual | Grinnell | IA | 10/2014 | 08/2018 |
| Axa Advisors, Llc | New York | NY | 04/2019 | 07/2020 |
| Mutual Of Omaha | Omaha | NE | 07/2020 | 03/2022 |
| Mutual Of Omaha Investor Services | Omaha | NE | 07/2020 | 03/2022 |
| Valic Financial Advisors, Inc. | St Charles | IA | 12/2022 | 05/2026 |
| Monarch Nursery | Hills | IA | 03/2022 | 12/2022 |
| Agia | Houston | TX | 02/2023 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-03 |
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