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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-24 |
Branch Locations
1201 Pacific Avenue, Suite 603, Tacoma, WA 98402 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 12/2015 | 12/2020 |
| One Nevada Credit Union | Las Vegas | NV | 12/2015 | 12/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 12/2020 | 04/2022 |
| Cetera Investment Advisers Llc | Renton | WA | 12/2020 | 04/2022 |
| Equitable Advisors, Llc | New York | NY | 04/2022 | 01/2023 |
| My Benefit Advisor Llc | Seattle | WA | 02/2023 | Present |
| Altitude Capital Management Llc | De Moines | IA | 10/2024 | Present |
MEDICARE ADVISOR, NOT INVESTMENT RELATED, TACOMA, WA, MEDICARE ADVICE, GUIDANCE AND ENROLLMENT, MEDICARE ADVISOR, 10-20 HOURS DEVOTED TO ACTIVITY INCLUDING DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-12-17 |
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