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1065 Andrew Drive, West Chester, PA 19380 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-07-12 |
Branch Locations
904 Nile Kinnick Drive South Unit 203, Adel, IA 50003 • United States
1065 Andrew Drive, West Chester, PA 19380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | St Louis | MO | 04/2018 | 05/2022 |
| Greenfield Family Dentistry | Greenfield | IA | 01/2018 | 04/2018 |
| Restoration Dental Center | Marion | IA | 10/2017 | 12/2017 |
| Kirkwood Community College | Cedar Rapids | IA | 08/2017 | 12/2017 |
| Blair Ridge Dental | Hiawatha | IA | 01/2017 | 08/2017 |
| Reitz Dental | Reading | PA | 08/2012 | 12/2016 |
| Lpl Financial Llc | West Des Moines | IA | 06/2022 | 11/2023 |
| Wealthcare Advisory Partners | Indianola | IA | 03/2023 | 12/2024 |
| Arkadios Capital | Atlanta | GA | 11/2023 | 04/2024 |
| Wealthcare Capital Partners, Llc | Indianolo | IA | 07/2024 | Present |
1. Name of Business: Waukee Dental; Investment-Related: No; Address: 402 E Hickman Rd., Waukee, IA 50623; Nature of Business: Dental Office; Position: Dental Hygienist; Start Date: 4/28/25; Hours per Month Spent: 20, 15% during trading hours; Duties: Patient prophylaxis, periodontal disease treatment, prevention of oral diseases 2. Name of Business: Highland Capital Brokerage; Investment-Related: Yes; Address: 505 Waterford Park, Minneapolis, MN 55441; Nature of Business: Insurance; Position: Insurance and Annuity Agent; Start Date: 1/1/2025; Hours per Month Spent: 2, 0% during trading hours; Duties: Write insurance and indexed annuity policies for clients as needed: Term, Whole, Disability, LTC, Indexed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-28 |
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