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500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-10 |
Branch Locations
500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deboer & Associates | Omaha | NE | 01/2016 | 06/2019 |
| Pella Corp | Pella | IA | 07/2019 | 03/2024 |
| Performance Financial | Des Moines | IA | 10/2023 | Present |
| Ria Advisory Group, Llc | Pella | IA | 02/2026 | Present |
I am a partner at a CPA firm offering tax and accounting services. I do not receive any commissions.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-09 |
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