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3580 Ep True Parkway, West Des Moines, IA 50265 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-11-16 |
Branch Locations
3580 Ep True Parkway, West Des Moines, IA 50265 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Urbandale | IA | 05/2014 | 11/2022 |
| Primerica Financial Services | Urbandale | IA | 04/2014 | 11/2022 |
| Midwest Heritage Financial Advisors | West Des Moines | IA | 11/2022 | Present |
| Midwest Heritage Financial Services | West Des Moines | IA | 11/2022 | Present |
| Securities America, Inc. | West Des Moines | IA | 01/2023 | 06/2024 |
| Osaic Wealth, Inc. | West Des Moines | IA | 06/2024 | Present |
| Midwest Heritage Financial Advisors | West Des Moines | IA | 01/2026 | Present |
1. HY-VEE FINANCIAL SERVICES POSITION: Agent NATURE: Insurance sales and service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/14/2022 ADDRESS: 3580 EP True Parkway, West Des Moines IA 50265 DESCRIPTION: Insurance sales and service 2. MIDWEST HERITAGE FINANCIAL SERVICES POSITION: Agent NATURE: Insurance Sales and Service INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/14/2022 ADDRESS: 3580 EP True Parkway, West Des Moines IA 50265 DESCRIPTION: Insurance sales and service 3. MIDWEST HERITAGE FINANCIAL ADVISORS POSITION: Financial Planner NATURE: MIDWEST HERITAGE FINANCIAL ADVISORS - INVESTMENT ADVISOR REPRESENTATIVE - INVESTMENT ADVISORY SERVICES - INVESTMENT RELATED: YES - LOCATED AT 3580 EP TRUE PKWY; WEST DES MOINES, IA 50265 INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 11/14/2022 ADDRESS: 3580 EP True Parkway, West Des Moines IA 50265 DESCRIPTION: Fee-based planning 4. JUICES FLOWING LLC POSITION: Responsible Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 06/13/2025 ADDRESS: 550 NE Brookshire Dr, Waukee IA 50263, United States DESCRIPTION: My wife and I are helping our 3 kids start a recurring lemonade stand to teach them business skills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-07 |
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