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7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-01-06 |
Branch Locations
8300 Mills Civic Parkway, West Des Moines, IA 50266 • United States
7777 Washington Village Drive Suite 280, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Honkamp Krueger Financial Services Inc | Urbandale | IA | 02/2016 | 11/2022 |
| Proequities, Inc. | Des Moines | IA | 04/2016 | 09/2020 |
| Avantax Investment Services, Inc. | Urbandale | IA | 09/2020 | 11/2022 |
| Sammons Financial Network, Llc | West Des Moines | IA | 11/2022 | 05/2024 |
| Beacon Capital Management, Inc. | Dayton | OH | 11/2022 | Present |
| Midland National Life Insurance Company | West Des Moines | IA | 11/2022 | Present |
| Sammons Financial Network, Llc. | West Des Moines | IA | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-17 |
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