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6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-10-13 |
Branch Locations
6601 Westown Parkway Suite 100, West Des Moines, IA 50266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foster Group, Inc | West Des Moines | IA | 06/2025 | Present |
| University Of Iowa | Iowa City | IA | 08/2022 | 05/2025 |
| Waukee High School | Waukee | IA | 08/2019 | 05/2022 |
| Holmes Murphy | Waukee | IA | 09/2020 | 08/2021 |
| Scheels | West Des Moines | IA | 09/2019 | 08/2023 |
| Rbc Wealth Management | Clive | IA | 06/2023 | 08/2024 |
| Waukee High School | Waukee | IA | 05/2024 | 07/2025 |
| Timberline Middle School | Waukee | IA | 08/2017 | 05/2019 |
| Waukee South Middle School | Waukee | IA | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-11 |
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