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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-09 |
Branch Locations
1089 Jordan Creek Parkway Suite 190, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Empeople Credit Union (Formerly Deere Employees Credit Union) | Urbandale | IA | 07/2017 | 02/2026 |
| Coe College | Cedar Rapids | IA | 09/2013 | 05/2017 |
| Osaic Wealth, Inc. | West Des Moines | IA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-06 |
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