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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2022-11-14 |
Branch Locations
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Group, Inc | West Des Moines | IA | 04/2022 | 09/2024 |
| Wells Fargo | Des Moines | IA | 07/2017 | 04/2022 |
| Heartland Vips | West Des Moines | IA | 05/2015 | 07/2017 |
| Bertin Rocha Law Firm | Des Moines | IA | 01/2015 | 06/2017 |
| Drake University | Des Moines | IA | 08/2013 | 05/2017 |
| Foster Group, Inc. | West Des Moines | IA | 10/2024 | Present |
New Pioneer Gun Club, New Virginia, IA; Investment Committee Member. Review investment strategy and performance to confirm alignment with the club's long-term goals. Start date: 5/1/2026; 4 hours a quarter, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-12 |
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