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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| IA | RA | APPROVED | 2018-03-03 |
Branch Locations
6701 Westown Pkwy Ste 200, West Des Moines, IA 50266 • United States
8404 Nw 62Nd Ave, Johnston, IA 50131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | West Des Moines | IA | 10/2017 | Present |
| Principal Securities | W Des Moines | IA | 10/2017 | Present |
| Wells Fargo | West Des Moines | IA | 01/2017 | 10/2017 |
| Endurance Consulting | Urbandale | IA | 10/2016 | 01/2017 |
| Tuxedo Country Club | Tuxedo | NY | 04/2007 | 10/2016 |
| The Business People, Llc | West Des Moines | IA | 09/2020 | Present |
| Union Financial | West Des Moines | IA | 03/2021 | 03/2022 |
| Wealth By Choice | West Des Moines | IA | 04/2023 | Present |
**Fixed insurance; Investment Related; 6701 Westown Pkwy, Suite 200, West Des Moines 50266; Agent; Life, Annuities, Group Benefits, DI; Start Date: 04/06/2018; 10 hrs per month; 0 during trading hours. **INSURANCE POSITION: Group NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 01/27/2023 ADDRESS: 6701 Westown Pkwy STE 200, West Des Moines IA 50266, United States DESCRIPTION: Group benefits: Life, medical, DI, Vision, Health, Annuities, fixed insurance, group insurance. **COMMUNITY NATIONAL BANK POSITION: Financial Advisor NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/02/2017 ADDRESS: 6701 Westown Pkwy STE200, WEST DES MOINES IA 50266, United States DESCRIPTION: I am purchasing a book of business from a retiring advisor Bennett Ely.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-22 |
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