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1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-04-09 |
Branch Locations
1200 Valley West Drive Suite 707, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-03 |
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