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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-04-15 |
Branch Locations
4807 University Ave Ste 201, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sams Club | Waterloo | IA | 07/2016 | 11/2016 |
| University Of Northern Iowa | Cedar Falls | IA | 01/2017 | 12/2019 |
| Collins Community Credit Union | Cedar Falls | IA | 01/2020 | 08/2020 |
| Social Security Administration | Waterloo | IA | 09/2020 | 03/2021 |
| Self Employed- Farmed | Waverly | IA | 03/2021 | 03/2022 |
| Lpl Enterprise Llc | St Louis Park | MN | 04/2025 | 04/2026 |
| One Main Financial | Cedar Falls | IA | 03/2022 | 08/2022 |
| Wells Fargo | Waterloo | IA | 08/2022 | 04/2025 |
| Principle Life Insurance Company | Cedar Falls | IA | 04/2026 | Present |
| Principal Securities, Inc. | Cedar Falls | IA | 04/2026 | Present |
**INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/16/2026 ADDRESS: 4807 University Ave Ste 201, Cedar Falls IA 50613, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **WILLOW ROCK INVESTMENTS POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 2425 Fairview Avenue, Waverly IA 50677, United States DESCRIPTION: Owner of family farm. We deal mostly with livestock and other agricultural items. **BERKSHIRE HATHAWAY POSITION: Agent NATURE: Real Estate Sales/Broker INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2023 ADDRESS: 2425 Fairview Avenue, Waverly IA 50677, United States DESCRIPTION: I hold a real estate license. I am not actively assisting clients in any compacity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-12 |
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