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5400 University Avenue, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-03-12 |
Branch Locations
5400 University Ave, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Farm Insurance | Meridian | ID | 04/2015 | 09/2016 |
| State Farm Vp Management Corp | Meridian | ID | 04/2015 | 09/2016 |
| Farm Bureau | Twin Falls | ID | 10/2016 | Present |
| Fbl Marketing Services Llc | West Des Moines | IA | 11/2016 | Present |
1) FARM BUREAU, NOT INVESTMENT RELATED, 5400 UNIVERSITY AVE, WEST DES MOINES, IA, INSURANCE AGENCY MANAGER SINCE 10/01/2016, FULL-TIME SELLING INSURANCE. 2) Colorado PUD / 46 Acre property plotted for 25 Home sites; Not Investment Related; TBD N. Oak Way, Glenwood Springs, CO 81601; Owner; Start Date 9/1/2020; 2 Hours/MO; 0 Hours during trading; Strateging with my business partner on best way to sell development. 3) Idaho Farm Bureau Financial Services - Referral fees. Not investment related. May receive compensation for referrals made to Idaho Farm Bureau Financial Services. Start Date - since agreements were established. Less than 1 hr. a month during securities trading hours. 4) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLWM RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS 5) FARM BUREAU LIFE AND AFFILIATES; WEST DES MOINES IA; FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO AND AFFILIATES; POCATELLO ID; INSURANCE NOT INVESTMENT RELATED; FULL TIME ROLE SINCE 10/01/2016; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-22 |
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