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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-01-24 |
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
510 East Locust Street Suite 200, Des Moines, IA 50309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Des Moines | IA | 07/2016 | 02/2017 |
| Guardian Life Insurance Co Of America | Clive | IA | 03/2017 | 05/2023 |
| Park Avenue Securities, Llc | Clive | IA | 01/2018 | 05/2023 |
| Lincoln Financial Advisors Corporation | Des Moines | IA | 06/2023 | 01/2025 |
| Osaic Wealth, Inc. | Des Moines | IA | 01/2025 | Present |
1) INSPIRED DSM, LLC 510 E. LOCUST STREET SUITE 200 DES MOINES, IA 50309 CATEGORY: P&C INSURANCE/LLC INVESTMENT-RELATED: YES TITLE: AGENT/CO-OWNER DUTIES: SALE AND SERVICE OF PROPERTY AND CASUALTY INSURANCE. START DATE: 05/19/2023 HOURS PER MONTH: 40 HOURS PER MONTH DURING TRADING HOURS: 20 2) INSPIRE FINANCIAL DSM 510 E. LOCUST STREET SUITE 200 DES MOINES, IA 50309 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: SALE AND SERVICE OF ACCIDENT INSURANCE, HEALTH INSURANCE, COMMISON-BASED GROUP BENEFITS, AND PROPERTY AND CASUALTY INSURANCE. START DATE: 05/19/2023 HOURS PER MONTH: 80 HOURS PER MONTH DURING TRADING HOURS: 40
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-13 |
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