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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-31 |
Branch Locations
Office 114 At Gravitate Downtown, 500 Locust St, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | West Des Moines | IA | 07/2021 | 10/2023 |
| Alpha Phi International Fraternity | Des Moines | IA | 02/2019 | 05/2019 |
| Alpha Phi International Fraternity | Des Moines | IA | 08/2019 | 12/2019 |
| Alpha Phi International Fraternity | Des Moines | IA | 08/2020 | 05/2021 |
| Drake University | Des Moines | IA | 08/2017 | 08/2018 |
| University Of Iowa | Iowa City | IA | 08/2018 | 01/2019 |
| Iowa Chop House | Iowa City | IA | 09/2018 | 12/2018 |
| Drake University | Des Moines | IA | 01/2019 | 05/2021 |
| Ace Auto Doctor & Repair | Bettendorf | IA | 05/2017 | 08/2017 |
| Pleasant Valley Community School District | Bettendorf | IA | 08/2010 | 05/2017 |
| Merrill Lynch Wealth Management | Davenport | IA | 05/2019 | 08/2019 |
| Unemployed | Des Moines | IA | 05/2021 | 07/2021 |
| Choreo, Llc | Des Moines | IA | 11/2023 | 03/2025 |
| Compound Planning | Des Moines | IA | 03/2025 | Present |
Business Ownership; Owner; Pots3D, Other; 3345 Utica Ridge Road, , Bettendorf, IA, 52722; Not Investment-Related; 03/09/2023; 1 to 9 hours per month; 0 during trading hours, no income generating.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-05 |
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