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3900 Ingersoll Avenue Suite 300, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-10 |
Branch Locations
3900 Ingersoll Avenue Suite 300, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.M. Kelly & Company | Des Moines | IA | 11/2025 | Present |
| Mcfarland Clinic | Ames | IA | 10/2025 | 10/2025 |
| Unemployed | Ames | IA | 06/2025 | 09/2025 |
| Hobby Lobby | Ames | IA | 05/2025 | 05/2025 |
| Ames Community School District | Ames | IA | 02/2025 | 02/2025 |
| Unemployed | Ames | IA | 08/2024 | 01/2025 |
| Qualified Plan Consultants, Llc | West Des Moines | IA | 06/2016 | 07/2024 |
| Iowa State University | Ames | IA | 08/2012 | 05/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-31 |
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