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Advisor at WEALTHSPAN PARTNERS, LLC
DAVENPORT, IA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WEALTHSPAN PARTNERS, LLC | Independent wealth | Feb 27, 2026 | n/a | yes | DAVENPORT, IA | Current employment |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Aug 23, 2024 | Mar 3, 2026 | no | West Des Moines, IA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| PRINCIPAL SECURITIES, INC. | WEALTHSPAN PARTNERS, LLC | Mar 3, 2026 | Feb 27, 2026 | -4 | Firm change | Ibd to RIA |