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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-03-11 |
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 08/2016 | 11/2016 |
| Principal Securities, Inc. | Des Moines | IA | 10/2016 | 11/2016 |
| Wells Fargo | West Des Moines | IA | 11/2016 | 01/2017 |
| Wells Fargo | West Des Moines | IA | 01/2017 | 05/2020 |
| Redbird Insurance | Colfax | IA | 05/2020 | 10/2024 |
| Whitney And Associates | Des Moines | IA | 10/2024 | Present |
| Altitude Capital Management Llc | Des Moines | IA | 03/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED, DES MOINESL IOWA INSURANCE SALES, AGENT, 2020, 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 | 2025-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-05 |
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