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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-09-03 |
Branch Locations
6400 Westown Parkway Suite 115 [Ga/Gw-Rbo], West Des Moines, IA 50266 • United States
910 E 1St St, Ankeny, IA 50021 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Ankeny | IA | 04/2024 | Present |
| Wells Fargo Bank, Na | Ankeny | IA | 12/2021 | Present |
| Nationwide | Des Moines | IA | 09/2019 | 12/2021 |
| Ubreakifix | West Des Moines | IA | 09/2018 | 09/2019 |
| Cellular Only | West Des Moines | IA | 05/2014 | 09/2018 |
POWER OF ATTORNEY FOR SPOUSE, INV RELATED, NORWALK, IA, START: 3/1/2022, 0 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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