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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-08 |
Branch Locations
6550 North Wickham Road Suite 1, Melbourne , FL 32940 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Altitude Capital Management, Llc | Des Moines | IA | 06/2026 | Present |
| Retirement Transition Solutions Group, Llc | Rockledge | FL | 06/2026 | Present |
| Inbalance Golf | Rockledge | FL | 10/2019 | Present |
| Doordash / Spark | Rockledge | FL | 11/2022 | 03/2026 |
| Eagle Financial | Rockledge | FL | 07/2025 | 10/2025 |
| Direct Engery Opf Florida | Rockledge | FL | 10/2024 | 01/2025 |
| Preakness Valley Golf Academy | Wayne | NJ | 04/2024 | 10/2024 |
| Smart Cremation | Rockledge | FL | 06/2023 | 10/2023 |
| Baker Hill Golf Club | Newbury | NH | 04/2017 | 09/2022 |
| Riverwood Golf Club | Port Charlotte | FL | 12/2018 | 05/2019 |
| Uber | Citrus Heights | CA | 09/2016 | 01/2018 |
| Rocklin Golf Academy | Citrus Heights | CA | 10/2013 | 10/2019 |
| Liberty Tax Service | Indian Harbour Beach | FL | 10/2023 | 03/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-10 |
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