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4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-08-21 |
Branch Locations
9245 Northpark Dr, Johnston, IA 50131 • United States
9245 Northpark Dr, Johnston, IA 50131 • United States
4135 Nw Urbandale Dr, Urbandale, IA 50322 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Farm Bureau Financial Services | Ankeny | IA | 09/2017 | 06/2019 |
| Wells Fargo Home Mortgage | Des Moines | IA | 08/2014 | 08/2017 |
| Fbl Marketing Services, Llc | Ankeny | IA | 08/2017 | 06/2019 |
| Massmutual Life Insurance Co | Chicago | IL | 04/2019 | 08/2023 |
| Mml Investors Services, Llc | Chicago | IL | 07/2019 | 12/2021 |
| Rocket Pro | Chicago | IL | 08/2021 | 11/2022 |
| Hrg - Integrity Marketing Group | Johnston | IA | 06/2023 | Present |
| Heartland Wealth Management - Brokers International Financial | Johnston | IA | 08/2023 | Present |
| Brokers International Financial Services | Johnston | IA | 08/2023 | Present |
1) G Sports Management & Entertainment LLC; Not investement related; 5004 SW 155th Ave, Miami, FL 33027; Investor in a sports management business; Partner; 02/01/2017; 0 hours per month; 0 hours during security hours; Investor in the business - not involved in the day to day operations. 2) GJM Enterprises LLC; not investment related; 5260 NE Delaware AVe, Ankeny, IA 50021; Simple rental property business; Owner; 02/01/2019; 2 hours per month; 0 hours during security hours; Owner & Manage rental properties. 3) Garrett Manning Inc; not investment related; 5260 NE Delaware Ave, Ankeny, IA 50021; Business open for tax file purposes; CEO; 03/18/2018; 1 hour per month; 0 hours during security hours; P&L tax related activities. 4) Insurance; not investment related; 9248 Northpark Dr, Johnston, IA 50131; Fixed insurance sales; Agent; 09/01/2017; 40 hours per month; 40 hours during security hours; Insurance sales position. 5.T&G MANNING HOLDINGS LLC POSITION: Owner NATURE: Real Estate Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2025 ADDRESS: 606 SW Magazine Rd, Ankeny IA 50023, United States DESCRIPTION: Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-20 |
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