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100 North Broadway, Albert Lea, MN 56007 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-05-15 |
Branch Locations
725 Main Street, Pella, IA 50219 • United States
100 North Broadway, Albert Lea, MN 56007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmer Group | West Des Moines | IA | 07/2022 | 07/2024 |
| Harvest Point Wealth Management | West Des Moines | IA | 07/2024 | Present |
| Lpl Financial Llc | West Des Moines | IA | 08/2024 | 05/2026 |
| Jolivette Painting | Garner | IA | 05/2022 | 07/2022 |
| University Of Iowa Pomerantz Career Center | Iowa City | IA | 08/2021 | 05/2022 |
| University Of Iowa | Iowa City | IA | 08/2019 | 05/2022 |
| University Of Iowa Hospitals & Clinics | Iowa City | IA | 10/2019 | 05/2021 |
| Forest City High School | Forest City | IA | 08/2015 | 05/2019 |
| Jolivette Painting | Garner | IA | 05/2019 | 08/2019 |
| Intellicents Investment Solutions, Inc. | Des Moines | IA | 05/2026 | Present |
1) 08/2024 - Harvest Point Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hrs per month - 100% Time Spent 2)04/30/2025 - Helical Research - Not Investment Related - Other - Market Research Survey - Home Based - Start Date:03/13/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-12 |
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