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302 East 7Th Street, Carroll, IA 51401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED_RES | 2026-02-06 |
| IA | RA | APPROVED | 2025-12-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| True Wealth Llc | Carroll | IA | 10/2025 | Present |
| Premier Financial Services Dba Truewealth Nation | Carroll | IA | 10/2023 | 10/2025 |
| Zions Agricultural Finance | Ames | IA | 06/2020 | 10/2023 |
| Boys And Girls Clubs Of Central Iowa | Des Moines | IA | 10/2019 | 06/2020 |
| Johnston Community School District | Johnston | IA | 08/2018 | 10/2019 |
| Madison School District | Rexburg | ID | 08/2017 | 05/2018 |
| Molina Healthcare | Rexburg | ID | 06/2017 | 12/2017 |
| Access Point Family Services | Idaho Falls | ID | 05/2017 | 12/2017 |
| Brigham Young University Idaho | Rexburg | ID | 05/2017 | 07/2017 |
| None | Nashville | TN | 09/2016 | 05/2017 |
| Independent | Nashville | TN | 04/2016 | 09/2016 |
| Gordon Jewish Community Center | Nashville | TN | 04/2016 | 09/2016 |
INSURANCE SALES; INVESTMENT-RELATED; CARROLL, IA; INSURANCE AGENT; START DATE: 2023; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-01 |
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