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15214 Ridgemont Drive, Urbandale, IA 50323 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-11-15 |
| IA | RA | APPROVED | 2021-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | West Des Moines | IA | 02/2006 | Present |
| Iowa Air National Guard | Sioux City | IA | 10/1997 | Present |
| Visionpoint Advisory Group | West Des Moines | IA | 10/2015 | 02/2020 |
| Rockway Wealth Partners | West De | IA | 06/2018 | 03/2020 |
| Wealth Advisors Of Iowa | West Des Moines | IA | 02/2020 | Present |
| Rockway Wealth Partners | Urbandale | IA | 06/2021 | Present |
1. 01/19/2016 - RockWay Wealth Partners - for tax purposes only- 1601 West Lakes Parkway; Suite 200; West Des Moines, IA 50266 - 0 hours per week 2. 4/25/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 04/06/2017 - 5 Hours Per Month/4 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-19 |
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