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111 East Grand, Suite 412, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-06-05 |
Branch Locations
111 East Grand, Suite 412, Des Moines, IA 50309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iowa State University | Ames | IA | 05/2014 | 11/2017 |
| Ao Wealth Advisory | Urbandale | IA | 11/2017 | 05/2018 |
| Vision Financial Group | Des Moines | IA | 05/2018 | 01/2022 |
| Gilbert & Cook, Inc. | West Des Moines | IA | 01/2022 | 05/2024 |
| West Financial Advisors, L.L.C. | Des Moines | IA | 06/2024 | Present |
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