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Current Employers
Dmkc Advisory Services, Llc

3900 Ingersoll Avenue Suite 300, Des Moines, IA 50312 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2012-08-23
  • IA RA
    APPROVED
    Since 2012-08-23

Branch Locations

3900 Ingersoll Avenue Suite 300, Des Moines, IA 50312 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.M. Kelly & Company Des Moines IA 08/2012 Present
Dmkc Advisory Services Llc Des Moines IA 08/2012 Present
Previous Registrations
  • 2005-11-14 → 2012-08-21
    Osaic Fa, Inc.
    Urbandale, IA
    Des Moinse, IA
Other Businesses

CFA Society, not investment related, Des Moines, IA, local industry group, title: Director of Member Value, start date 6/1/16, end date 6/1/18, approx. 5 hours per month of which approx. 1.5 hours during market hours. Duties include plan and promote networking and social events for local members of professional analyst society, contrib Kevin Shires, Insurance Sales, 3900 Ingersoll Avenue, Suite 300, Des Moines, IA 50312, Sales of Fixed and Variable Insurance Products, Investment-related, Start Date 08/15/2012, Approximately 8hrs/mo, Approximately 8hrs/mo During Securities Trading Hours. CFA Society, not investment related, Des Moines, IA, local industry group, title: President, start date 7/1/20, end date 6/30/21, approx. 4 hours per week of which approx. 1 hours during market hours. Duties include overseeing various committees of local professional analyst society including social, marketing, networking, and candidate education. Start 12/2020 - Lorbiecki Group- 3900 Ingersoll Ave Des Moines IA 50312 Investment Related-DBA for Financial Advisory Services-10 hours per month/10 hours during securities trading hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-08
  • S66 Uniform Combined State Law Examination
    2005-11-08
Designations

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