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2350 Nw 128Th St, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-12 |
Branch Locations
Kfa Financial 400 Bolivar St., Sanger, TX 76266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lockheed Martin | Fort Worth | TX | 10/2018 | Present |
| Columbia University | New York | NY | 08/2016 | 05/2018 |
| Unemployed | Sherman | TX | 05/2018 | 10/2018 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-20 |
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