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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 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
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 |
|---|---|---|---|---|
| Iowa State University | Ames | IA | 08/2016 | 05/2020 |
| Acadia Legacy Group | West Des Moines | IA | 05/2018 | 08/2018 |
| Cornerstone Church | Ames | IA | 12/2018 | 05/2019 |
| Cornerstone Church | Ames | IA | 08/2019 | 05/2020 |
| Acadia Legacy Group | West Des Moines | IA | 05/2020 | 05/2021 |
| Johnson Investment Counsel | Cincinnati | OH | 06/2021 | 05/2023 |
| Target | Urbandale | IA | 02/2016 | 10/2016 |
| Home Depot | Urbandale | IA | 06/2017 | 08/2017 |
| Mcf Advisors Llc | Covington | KY | 08/2023 | 05/2024 |
| Choreo, Llc | Des Moines | IA | 06/2024 | 03/2025 |
| Compound Planning | Des Moines | IA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-16 |
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