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1860 Se Princeton Dr, Grimes, IA 50111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Farm Bureau Financial Services | West Des Moines | IA | 06/2013 | 08/2018 |
| Robert Half | Des Moines | IA | 08/2018 | 02/2019 |
| Farm Bureau | Wets Des Moines | IA | 02/2019 | 05/2021 |
| Gilbert And Cook Inc | West Des Moines | IA | 05/2021 | 12/2023 |
| Fbl Marketing Services | West Des Moines | IA | 03/2017 | 08/2018 |
| Fbl Marketing Services Llc | West Des Moines | IA | 02/2019 | 05/2021 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 05/2024 |
| Northwestern Mutual Investment Services Llc | W Des Moines | IA | 12/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2024 | 05/2024 |
| Merkle Retirement Planning | Grimes | IA | 08/2024 | Present |
SALES, BODI, 5107 SW WILDFLOWER DR, ANKENY, , IOWA, 50023, UNITED STATES OF AMERICA, MULTI-LEVEL-MARKETING, START DATE: 5/30/2020, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, PASSIVE INCOME - MY CUSTOMERS HAVE AN ANNUAL SUBSCRIPTION TO ONLINE WORKOUTS AND SOME BUY PRODUCTS SUCH AS PRE-WORKOUT AND PROTEIN SHAKES ON SUBSCRIPTION, non investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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