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100 Market Street Suite 203, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-23 |
| IA | RA | APPROVED | 2017-12-21 |
Branch Locations
Pleasant Hill, IA • United States
100 Market Street Suite 203, Portsmouth, NH 03801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Mutual Life Ins. Co. | Des Moines | IA | 01/1994 | 12/2016 |
| Principal Funds Distributor | Folsom | CA | 01/2016 | 12/2016 |
| Wellesley Asset Management, Inc. | Pleasant Hill | IA | 09/2017 | Present |
| Foreside Fund Services, Llc | Pleasant Hill | IA | 10/2017 | Present |
| Unemployed | Pleasant Hill | IA | 01/2017 | 09/2017 |
Wellesley Asset Management, Inc., Investment Related, Pleasant Hill, IA, Began 09/2017, Vice President, 160 Hours Per Month, All During Trading Hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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