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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-09-08 |
| MO | RA | APPROVED | 2025-09-08 |
Branch Locations
301 Sw 18Th St Suite 3, Bentonville, AR 72712 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Great Southern Bank | Joplin | MO | 05/2016 | 10/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2016 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Springfield | MO | 12/2017 | 01/2023 |
| Principal Life Insurance Company | Carthage | MO | 01/2023 | 09/2025 |
| Principal Securities Inc | Carthage | MO | 01/2023 | 09/2025 |
| Revolutionary Wealth | Carthage | MO | 02/2024 | Present |
| Integrity Alliance, Llc | Bentonville | AR | 09/2025 | Present |
1. Lion Street Financial; Investment related; 5001 Founders Dr, Ste L10, Rogers, Arkansas, 72758; IMO; Fixed annuities and life insurance; Agent; 10/28/2016; 8 hours per month; 8 hours during securities trading hours; Sale of fixed annuities and life insurance policies 2. Revolutionary Wealth; Investment related; 5001 Founders Dr, Ste L10, Rogers, Arkansas, 72758; DBA for wealth management & insurance sales; 10/28/2016; 50 hours per month; 50 hours during securities trading hours; Financial planning and portfolio management. 3. Benefits Design Group; Investment related; 5001 Founders Dr, Ste L10, Rogers, Arkansas, 72758; Health Insurance; Agent; 10/28/2016; 8 hours per month; 8 hours during securities trading hours; Health insurance and Medicare sales. 4. SPORTS CARD SALES POSITION: Owner NATURE: Buying and selling sports cards on eBay. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 4204 SW Hollyhock St, BENTONVILLE AR 72713, United States DESCRIPTION: Buying and selling cards to grow my personal collection. I do not take money from sales as income; it immediately gets reinvested like a portfolio. 4. BLUEPRINT BUSINESS AND TAX ADVISORS LLC POSITION: Owner NATURE: Tax preparation and filing, estate planning services, marketing services, business valuations, business consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2026 ADDRESS: 301 SW 18th St Suite 3, Bentonville AR 72712, United States DESCRIPTION: Clients hire us to have our CPA file their taxes or our attorney to establish a will and trust for them. It is disclosed that I do not conduct the services but that we bill and subcontract them out. Business valuations are done by us with our software that we use. Marketing we charge businesses for direct mail, paid ads, and design. Business consulting is when someone retains us to help buy or sell a business, improve their sales strategy, or analyze their business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-29 |
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