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303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Story City | IA | 04/2023 | 11/2024 |
| Culver'S Garden Center & Greenhouse | Cedar Rapids | IA | 03/2021 | 07/2023 |
| Kirkwood Community College | Cedar Rapids | IA | 08/2020 | 02/2021 |
| Unemployed | Story City | IA | 07/2018 | 07/2020 |
| Story City Market | Story City | IA | 11/2017 | 06/2018 |
| Unemployed | Story City | IA | 03/2016 | 10/2017 |
| The Prudential Insurance Company Of America | Story City | IA | 09/2023 | Present |
| Lpl Enterprise, Llc | Story City | IA | 11/2024 | 01/2025 |
| Truist Investment Services, Inc | Asheville | NC | 03/2025 | Present |
| Truist Advisory Services, Inc. | Asheville | NC | 03/2025 | Present |
| Thrivent Financial | Ames | IA | 01/2025 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-22 |
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