Shadi Mubaidin

Current Employers

Employment History

• 12/2012 → 08/2022
  Wells Fargo Bank, Na
  Clive, IA
• 04/2024 → 05/2026
  Edward Jones
  St Louis, MO
• 08/2022 → 04/2024
  Unemployed
  West Des Moines, IA
• 06/2026 → Present
  Johnson Wealth & Income Management
  Ankeny, IA
• 06/2026 → Present
  Sound Income Strategies, Llc
  Fort Lauderdale, FL

Previous Registrations

• 2024-05-14 → 2026-05-29
  Edward Jones
  West Des Moines, IA
  St Louis, MO
  Des Moines, IA
  Des Moines, IA
  Des Moines, IA
• 2017-08-22 → 2022-09-13
  Wells Fargo Clearing Services, Llc
  Clive, IA
  West Des Moines, IA
  West Des Moines, IA

Other Businesses

1. Trustworthy Financial, LLC dba Johnson Wealth & Income Management - Fixed Insurance Sales - 06/2026 - present - Investment related - Sales of fixed annuities, fixed insurance, and life insurance - 213 N. Ankeny Blvd, Ste 120, Ankeny, IA 50023. This will encompass approximately 30% of business hours. 2. Trustworthy Financial, LLC dba Johnson Wealth & Income Management - Client Service Advisor - 06/2026 - present - Investment Related - Servicing of clients for investment advisory services - 213 N. Ankeny Blvd, Ste 120, Ankeny, IA 50023. This will encompass approximately 70% of business hours. 3. Retirement Income Source, LLC DBA - 06/2026 - present - Investment Related - 213 N. Ankeny Blvd, Ste 120, Ankeny, IA 50023. The Retirement Income Source is used to market to prospective clients for Investment Advisory and Fixed Insurance services. This will not encompass any business hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-22
• S63 Uniform Securities Agent State Law Examination
  2016-11-16

Other Names

• Shadi Mubaidin
• Shadi Adnan Mubaidin