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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-03-31 |
| MO | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
Office 114 At Gravitate Downtown, 500 Locust St., Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rsm Us Wealth Management Llc | Des Moines | IA | 07/2019 | 02/2022 |
| Rsm Us Llp | Des Moines | IA | 10/2016 | 06/2019 |
| Unemployed | Ames | IA | 06/2016 | 09/2016 |
| Choreo, Llc | Des Moines | IA | 02/2022 | 03/2025 |
| Compound Planning | Des Moines | IA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-29 |
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