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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-03 |
Branch Locations
2500 E Euclid Ave, Des Moines, IA 50317 • United States
4515 Fleur Dr, Des Moines, IA 50321 • United States
300 Se Alice Rd, Waukee, IA 50263 • United States
4045 Merle Hay Rd, Des Moines, IA 50310 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Urbandale | IA | 01/2019 | 10/2022 |
| Pfs Investments Inc. | Urbandale | IA | 08/2022 | 10/2022 |
| Iowa Elite | Des Moines | IA | 05/2017 | 07/2018 |
| Unemployed | Des Moines | IA | 05/2016 | 05/2017 |
| Unemployed | Des Moines | IA | 07/2018 | 01/2019 |
| Portfolio Medics | Bonita Springs | FL | 03/2023 | 06/2023 |
| Mells Financial | Des Moines | IA | 11/2023 | 12/2023 |
| International Basketball Association | Mies | 05/2015 | 03/2023 | |
| Horter Investment Management | Cincinnati | OH | 07/2023 | 11/2023 |
| Ameriprise Financial Services, Llc | Iowa City | IA | 12/2023 | 08/2026 |
| U.S. Bancorp Advisors, Llc | Waukee | IA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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