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2570 106Th Street, Suite A, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-03-13 |
| IA | RA | APPROVED | 2017-06-16 |
Branch Locations
2570 106Th Street, Suite A, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.O. Wealth Advisory,Llc Dba Ao Wealth Advisory | Urbandale | IA | 06/2010 | Present |
| A.O. Wealth Advisory,Llc Dba Ao Wealth Advisory | Urbandale | IA | 06/2017 | Present |
| Broker Dealer Financial Services Corp. | West Des Moines | IA | 10/2006 | 12/2017 |
| Investment Advisor Corp. | West Des Moines | IA | 10/2006 | 08/2017 |
1. FINANCIAL PLANNING ASSOCIATION, BOARD MEMBER, RESPONSIBLE FOR MEMBERSHIPS, NON-PROFIT 501 C-3, 2 HOURS SPENT A MONTH ON THIS ACTIVITY, 0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-14 |
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