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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Creston | IA | 08/2022 | Present |
| Edward Jones Investments | Bondurant | IA | 05/2021 | 08/2022 |
| Principal Financial Group | Des Moines | IA | 02/2020 | 05/2021 |
| Edward Jones Investments | Nevada And West Des Moines | IA | 02/2018 | 02/2020 |
| Nevada Community School District | Nevada | IA | 10/2017 | 02/2018 |
| Self-Employed | Nevada | IA | 04/2010 | 10/2017 |
| First National Bank | Creston | IA | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Creston | IA | 07/2025 | Present |
| Northwest Bank | Creston | IN | 08/2022 | Present |
(1)Name of Business: The Investment Center Address: 801 W Taylor St, Creston, IA, 50801-3536, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/22/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FID branch located inside Northwest Bank (2)Name of Business: Young Living Address: 1301 N Mulberry St, Creston, IA, 50801, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 09/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Non Employee Compensation-I receive monthly commissions from Young Living based on member orders that joined under me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-26 |
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