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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2024-07-25 |
| IA | RA | APPROVED | 2020-12-04 |
| TX | RA | APPROVED_RES | 2020-03-09 |
Branch Locations
5404 Nw 88Th Street, Johnston, IA 50131-1721 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Canton | IL | 04/2015 | 01/2019 |
| Mid America National Bank | Canton | IL | 04/2015 | 01/2019 |
| Farm Bureau Financial Services | West Des Moines | IA | 01/2019 | Present |
| Fbl Marketing Services Llc | West Des Moines | IA | 03/2019 | Present |
| Thrivent Investment Management Inc | Johnston | IA | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-10 |
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