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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-09-29 |
Branch Locations
5550 Wild Rose Ln Suite 400, West Des Moines, IA 50266 • United States
604 W. Adams Street, Creston, IA 50801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mutual Of Omaha Insurance Company | Iowa City | IA | 04/2014 | 03/2018 |
| Mutual Of Omaha Investor Services, Inc. | Iowa City | IA | 02/2017 | 03/2018 |
| Securities America, Inc. | Ankeny | IA | 01/2020 | 09/2023 |
| Securities America Advisors | Ankeny | IA | 01/2020 | 09/2023 |
| Futurity First Insurance Group | Ankeny | IA | 04/2018 | Present |
| Silver Oak Securities | Jackson | TN | 09/2023 | Present |
Cornerstone Financial Group,Is Investment Related,"604 W Adams St # 1, , Creston, IA, 50801, United States",Financial retirement and insurance advice,Financial Advisor,10/1/2023,160 hours per month,150 hours per month during trading hours,Fee Based Compensation,Helping clients with their retirement income and insurance planning needs to match what their goals are for their overall financial plan
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-05 |
| S65 | Uniform Investment Adviser Law Examination | 2017-08-01 |
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