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Current Employers
Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-02
TX RA APPROVED 2023-04-14
  • CA RA
    APPROVED
    Since 2025-01-02
  • TX RA
    APPROVED
    Since 2023-04-14

Branch Locations

3225 Turtle Creek Blvd. Suite 1648, Dallas, TX 75219 • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Iams Wealth Management Omaha NE 04/2023 Present
Independent Insurance Agent Dallas TX 04/2023 Present
Simply Disciples Incorporated Dallas TX 01/2022 Present
Launch Global Edmond OK 06/2021 06/2022
Austin Dermatologic Surgery Austin TX 10/2020 06/2021
Amazon Austin TX 06/2020 10/2020
The University Of Texas - Austin Austin TX 08/2016 06/2020
  • 04/2023 → Present
    Iams Wealth Management
    Omaha, NE
  • 04/2023 → Present
    Independent Insurance Agent
    Dallas, TX
  • 01/2022 → Present
    Simply Disciples Incorporated
    Dallas, TX
  • 06/2021 → 06/2022
    Launch Global
    Edmond, OK
  • 10/2020 → 06/2021
    Austin Dermatologic Surgery
    Austin, TX
  • 06/2020 → 10/2020
    Amazon
    Austin, TX
  • 08/2016 → 06/2020
    The University Of Texas - Austin
    Austin, TX
Other Businesses

Independent Insurance Agent; Agent; Dallas, TX; 04/2023; Life, Health, Disability, Lon-Term Care Insurance and Annuities; 110 hours/month; 60 hours/month during securities trading hours. Simply Disciples Incorporated; Dallas, TX, President; 01/2022; 20 hours/month; 5 during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-29
  • S65 Uniform Investment Adviser Law Examination
    2023-03-29

View on SEC IAPD

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