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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altitude Capital Management Llc | Des Moines | IA | 01/2025 | Present |
| Cv Starr | New York | NY | 01/2015 | 07/2018 |
| Willis Towers Watson | Austin | TX | 07/2018 | Present |
1. INSURANCE AGENT/ADJUSTER- INVESTMENT RELATED- AUSTIN, TEXAS, INSURANCE SALES, AGENT, 2018, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS. 2. MORTGAGE AND LOAN BROKER/APPRAISER; INVESTMENT RELATED; AUSTIN, TEXAS; BUSINESS & MORTGAGE LOANS; BROKER/ORIGINATOR/APPRAISER; SINCE 2024; DEVOTES NO MORE THAN 50% OF TIME WITH LESS THAN 5% DURING TRADING HOURS; MORTGAGE LOAN PRODUCTS, COMMERCIAL FINANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-14 |
| S66 | Uniform Combined State Law Examination | 2024-09-13 |
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