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6701 Corporate Drive # 4155, Johnston, IA 50131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ooda Quantum Capital, Llc | Johnston | IA | 08/2025 | Present |
| Consilience Inc. | Boston | MA | 01/2022 | 08/2025 |
| Principal Financial Group | Des Moines | IA | 05/2018 | 01/2022 |
| Iowa State University Industrial Engineering Department | Ames | IA | 01/2015 | 12/2018 |
Name: Big House Enterprise; Not Investment Related; Address: 6701 Corporate Drive #4153, Johnston, IA 50131; Nature of the business: Web development agency & consultancy; Your position & title/relationship to the other business: Co-owner; Start date: December 2025; Approximate number of hours/month you devote to the other business: 20 hours; Number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the other business: Building and consulting for websites and associated technology. Name: Josiah Green Products and Services; Not Investment Related; Address: 3728 Pleasant View Rd Ames, IA 50014; Consulting and administrative support services to religious, humanitarian, and nonprofit organizations, primarily on a volunteer basis with occasional compensation. Also performs independent gig work, including delivery services through Shipt for Target and other major retailers; Your position & title/relationship to the other business: Sole-proprietor; Start date: April 2026; Approximate number of hours/month you devote to the other business: 5 hours; Number of hours you devote to the other business during securities trading hours: 0 hours; Briefly describe your duties related to the other business: Current activities include providing engineering, organizational, and administrative guidance in a non-investment capacity, to nonprofits and driving delivery services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-07 |
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