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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-05 |
Branch Locations
1059 Longfellow Dr Ste A, Hiawatha, IA 52233 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The University Of Iowa Tippie College Of Business | Iowa City | IA | 01/2023 | 06/2025 |
| Situsamc | West Des Moines | IA | 06/2022 | 02/2024 |
| Vander Vending | Rock Island | IL | 12/2019 | 07/2020 |
| Doordash | Iowa City | IA | 08/2020 | 05/2022 |
| Dick's Sporting Goods | Davenport | IA | 07/2019 | 11/2019 |
| Oak Express At Furniture Row | Davenport | IA | 01/2018 | 07/2019 |
| Unemployed | North Liberty | IA | 07/2025 | 07/2025 |
| Principal Life Insurance Company | Hiawatha | IA | 08/2025 | Present |
| Principal Securities, Inc. | Hiawatha | IA | 08/2025 | Present |
| Davenport Assumption High School | Davenport | IA | 08/2015 | 01/2018 |
| Legacy Wealth Management Llc | Tiffin | IA | 03/2026 | Present |
**LEGACY WEALTH MANAGEMENT LLC (DBA) POSITION: Financial Advisor NATURE: Mutual Funds/Securities/ VA / VL INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 5 START DATE: 03/16/2026 ADDRESS: 1140 Tall Grass Ave, Tiffin IA 52340, United States DESCRIPTION: Tailored financial services along with investment management solutions to help you achieve your unique financial goals. **FIXED INSURANCE POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 3 START DATE: 03/16/2026 ADDRESS: 1140 Tall Grass Avenue, Tiffin IA 52340, United States DESCRIPTION: Sales and service of outside fixed insurance, including life, annuities, DI, LTC, health and group insurance. **CITY OF NORTH LIBERTY PLANNING & ZONING COMMISSION POSITION: Planning & Zoning Commission Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2026 ADDRESS: 360 N Main St, North Liberty IA 52317, United States DESCRIPTION: I serve as an appointed, unpaid member of the City of North Liberty Planning & Zoning Commission. This is a civic/volunteer role with an expected time commitment of one monthly meeting, generally about one hour per month. The commission reviews local planning and zoning matters and makes recommendations to the City Council.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-04 |
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