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132 6Th Avenue South, Clinton, IA 52732 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vangaurd Marketing Corporation | Scottsdale | AZ | 09/2022 | 05/2023 |
| Arizona Citizens Clean Elections Commission | Phoenix | AZ | 01/2020 | 09/2022 |
| Student | Phoenix | AZ | 08/2014 | 05/2018 |
| Self Employed | Scottsdale | AZ | 05/2018 | 01/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2023 | 05/2025 |
| Nuventure Financial Group | Jacksonville | FL | 08/2023 | 05/2025 |
| Vital Capital Llc | Clinton | IA | 06/2025 | Present |
1) Insurance Agent; 11461 Summerview Circle, Jacksonville, FL 32256, Insurance Services; 05/2023; 40hrs/Mo; 40hrs/Mo during Security Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-05 |
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