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500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-07-23 |
Branch Locations
500 Sw 7Th Street Suite 204, Des Moines, IA 50309 • United States
6300 S Old Village Place Ste 100, Sioux Falls, SD 57108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ria Advisory Group, Llc | Sioux Falls | SD | 07/2023 | Present |
| Elo Cpa's & Advisors | Huron | SD | 11/2019 | Present |
| Schwan Financial Group | Aberdeen | SD | 09/2017 | 11/2019 |
| Northwestern Energy | Huron | SD | 05/2017 | 08/2017 |
| N/A | Huron | SD | 09/2016 | 04/2017 |
Currently Employed at a regional CPA firm in South Dakota as a Certified Public Accountant. Business activities include preparing and reviewing tax returns, financial statements and various other accounting functions for clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-26 |
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