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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amazon | Bondurant | IA | 06/2024 | 11/2024 |
| Trubank | Indianola | IA | 05/2017 | 08/2021 |
| University Of Northern Iowa | Cedar Falls | IA | 08/2021 | 05/2024 |
| Wealthcare Capital Partners, Llc | Indianola | IA | 11/2024 | Present |
| Unemployed | Indianola | IA | 11/2014 | 04/2017 |
| Arkadios Capital | Atlanta | GA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-24 |
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