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Current Employers
Retireright Consulting Group

1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-09
  • IA RA
    APPROVED
    Since 2025-04-09

Branch Locations

1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 06/2015 04/2025
Lpl Financial Llc West Des Moines IA 04/2025 Present
Retireright Consulting Group West Des Moines IA 04/2025 Present
Previous Registrations
  • 2015-08-04 → 2025-04-04
    Ankeny, IA
    St Louis, MO
    Maryland Heights, MO
    Urbandale, IA
Other Businesses

1) 04/04/2025 - Retire Right - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:04/04/2025 - 160Hrs/Mth -7 Hrs During Trading 2) 04/04/2025- RetireRight Consulting Group - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:04/04/2025 - 160 Hrs per month 7 Hr during trading 3) 04/04/2025 - Provident Investment Consultants, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location (s) - Start Date:04/04/2025 - 160 Hrs per month 7 Hr during trading 4) 04/10/2025 - RetireRight Consulting Group - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 04/04/2025 - 160 Hrs per month 7 Hr during trading. I provide investment advisory services through [FIRM], an independent investment advisor firm. I started this business activity in MM/YYYY. I expect to spend approximately [#] hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 04/10/2025 - RetireRight, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 04/04/2025 - 160 Hrs/Mth - 7 Hrs During Trading. 6) 06/18/2025 - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/24/2025 - 5 Hrs/Mth - 1 Hrs During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-03
  • S66 Uniform Combined State Law Examination
    2015-08-03

View on SEC IAPD

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