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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-29 |
Branch Locations
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 |
| Ems Services | Houston | TX | 05/2006 | 10/2024 |
| Chartway Credit Union | Houston | TX | 09/2024 | 01/2026 |
| Independent Insurance | Houston | TX | 01/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED, HOUSTON, TEXAS, INSURANCE SALES, AGENT, 2004, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-17 |
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