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2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-01-02 |
Branch Locations
128 Millport Circle Suite 200, Greenville, SC 29607 • United States
2015 Grand Avenue Suite 100, Des Moines, IA 50312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brookstone Wealth Advisors | Wheaton | IL | 08/2023 | 01/2025 |
| Asbury Automotive | Greenville | SC | 03/2022 | 07/2023 |
| Glass Financial Group | Greer | SC | 01/2019 | 03/2022 |
| Asbury Automotive | Decatur | GA | 02/2010 | 02/2019 |
| Altitude Capital Management Llc | De Moines | IA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-30 |
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