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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-24 |
Branch Locations
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Indio, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2017 | 08/2018 |
| New York Life | Riverside | CA | 08/2016 | 07/2017 |
| Pga West | La Quinta | CA | 09/2011 | 10/2016 |
| Unemployed | Indio | CA | 09/2018 | 10/2018 |
| Aig Retirement Services (Formerly Valic) | Orange | CA | 10/2018 | 09/2021 |
| J.P. Morgan Securities, Llc | Rancho Mirage | CA | 10/2021 | 09/2024 |
| Jpmorgan Chase Bank, N.A. | Rancho Mirage | CA | 10/2021 | 09/2024 |
| Liberty Wealth Management, Llc | Oakland | CA | 09/2024 | 02/2025 |
| Secure Investment Management | Indio | CA | 03/2025 | 06/2026 |
| Altitude Capital Management Llc | Des Moines | IA | 06/2026 | Present |
| Schooner Wealth Management Inc. | Indio | CA | 01/2025 | Present |
Insurance Agent | Indio, CA | Description of duties or responsibilities: Insurance and annuities Start date: 2016 |Hours devoted to OBA monthly: 10 hours during trading hours / 10 hours during non-trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-19 |
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