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Current Employers
Independent Wealth Network, Inc.

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-12
  • TX RA
    APPROVED
    Since 2026-01-12

Branch Locations

Kfa Financial 400 Bolivar St., Sanger, TX 76266 • United States

2350 Nw 128Th St, Urbandale, IA 50323 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lockheed Martin Fort Worth TX 10/2018 Present
Columbia University New York NY 08/2016 05/2018
Unemployed Sherman TX 05/2018 10/2018
  • 10/2018 → Present
    Lockheed Martin
    Fort Worth, TX
  • 08/2016 → 05/2018
    Columbia University
    New York, NY
  • 05/2018 → 10/2018
    Unemployed
    Sherman, TX
Other Businesses

1. Blue Bird Holdings LLC,; Investment Related; Saginaw, TX; Real Estate; President and Owner; 04/19/24; 5 hours per month; 0 hours during securities trading hours; Procurement and managaement of residential rental properties 2. Lockheed Martin; Not-Investment Related; 1 Lockheed Blvd. Fort Worth, TX, 76108; Mechanical Engineer, Sr.; 10/15/2018; 160 hours per month; 26 hours during securities trading hours; Hydraulics engineering subject matter expert

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-20
  • S65 Uniform Investment Adviser Law Examination
    2025-06-20

View on SEC IAPD

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