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Waukee, IA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-09 |
| IA | RA | APPROVED | 2020-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legacy Financial Group, Llc | Des Moines | IA | 06/2006 | 03/2017 |
| Iron Horse Wealth Management | West Des Moines | IA | 03/2017 | 01/2020 |
| Omni Wealth Advisors, Llc Dba Omni Wealth Management | West Des Moines | IA | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-01 |
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