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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-05 |
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 | 06/2026 | Present |
| Key Investment Services Llc | Brooklyn | OH | 06/2025 | 06/2026 |
| University Of Colorado - Boulder | Boulder | CO | 08/2021 | 05/2025 |
| Full-Time Student | Orcutt | CA | 08/2014 | 07/2021 |
| Coastal Wealth Management | Arroyo Grande | CA | 06/2025 | Present |
| Simplicity Investments | Summit | NJ | 07/2026 | Present |
1.) COASTAL WEALTH MGMT - 6/16/25 - 411 Traffic Way, Arroyo Grande, CA 93420 - Financial Advisor, Sales, Invt Rel, Insurance business, 160 hrs/mo; 160 hrs/mo (during trading hours). 2.) SNOWBOARD INSTRUCTOR (non-certified) - 12/1/26 - 241 E Meadow Dr, Vail, CO 81657 - Instructor, Teaching youths the basics of skiing & snowboarding, Not Invt Rel, Snowboarding teaching, 80 hrs/mo; 60 hrs/mo (during trading hours).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-16 |
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