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6020 East Fulton Street, Ada, MI 49301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APP_PEND_IARCE | 2026-01-01 |
| NE | RA | APP_PEND_IARCE | 2026-01-01 |
| AL | RA | APPROVED | 2022-02-03 |
| TX | RA | APPROVED_RES | 2021-10-04 |
| MO | RA | APPROVED | 2018-11-28 |
| IA | RA | APPROVED | 2018-07-09 |
Branch Locations
6020 East Fulton, Ada, MI 49301 • USA
2111 South 67Th St., Suite 3000, Omaha, NE 68106 • United States
610 Senate Ave., Red Oak, IA 51566 • United States
101 N. Main St. #6, Oakland, IA 51560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Financial Group, Inc. | Red Oak | IA | 12/2017 | 01/2023 |
| Usa Financial Securities | Ada | MI | 04/2018 | Present |
| Iowa Army National Guard | Red Oak | IA | 06/2012 | Present |
| Pcsb Bank | Clarinda | IA | 04/2016 | 12/2017 |
| University Of Nebraska Omaha | Omaha | NE | 08/2015 | 05/2017 |
| City Of Villisca - City Council | Villisca | IA | 01/2022 | Present |
| Milestone Financial Group, Inc | Red Oak | IA | 01/2023 | Present |
1) MILESTONE FINANCIAL GROUP, INC. - 505 N. 3RD STREET, RED OAK, IOWA 51566. START DATE: 01/2023. FINANCIAL ADVISOR. SELLING FIXED ANNUITIES AND LIFE, HEALTH, LONG TERM CARE AND DISABILITY INSURANCE. COMPENSATION IS 10% OF ANNUAL INCOME. 2 HOURS DEVOTED DURING SECURITIES TRADING HOURS. INVESTMENT RELATED. 2) MILLER FINANCIAL GROUP, INC. - 505 N. 3RD STREET, RED OAK, IOWA 51566 & 2211 CAPEHART RD SUITE 105, BELLEVUE NE 68123. START DATE: 12/2017. ADVISOR, SELL FIXED ANNUITIES, LIFE, HEALTH, LONG TERM CARE AND DISABILITY INSURANCE. 160 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS. 3) IOWA ARMY NATIONAL GUARD - 2003 G. AVE. RED OAK, IA 51566. MILITARY SERVICE. START DATE: 06/2012. LIGHT WHEELED VEHICLE MECHANIC. SUPERVISE MAINTENANCE ACTIVITIES. 0 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS. 4) CITY OF VILLISCA - CITY COUNCIL - 318 S. 3RD AVE, VILLISCA, IA 50864. START DATE: 01/2022. CITY COUNCIL MEMBER. ACT ON BEHALF OF THE CITY OF VILLISCA, IOWA TO APPROVE BUDGETS, ORDINANCES, AND POTENTIALLY MUNICIPAL BOND OFFERINGS. AUTHORITY TO VOTE ON ACTIONS AS A MEMBER OF CITY COUNCIL, NO INDIVIDUAL AUTHORITY. NON-INVESTMENT RELATED. 0 HRS/MO DEVOTED DURING SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-05 |
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