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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| FL | RA | APPROVED | 2013-05-15 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • 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 |
|---|---|---|---|---|
| Principal Life Ins Co | Tampa | FL | 04/2013 | Present |
| Principal Securities Inc | Tampa | FL | 03/2016 | Present |
**OUTSIDE INSURANCE, BROKER - FIXED PRODUCTS, LIFE, HEALTH, MEDICARE SUPPLEMENTS,5/23/13. **Fixed Insurance, 4010 W Boy Scout Blvd, Suite 700, Tampa FL 33607, LTC, 09/29/17, Investment Related: Y, Hours Per Month: 1. **ROPA Financial Services, 3535 Douglas Pl, Palm Harbor, FL 33139, Owner of Sub Chapter S Corp used to receive residual insurance commissions. Not used as DBA., 01/1999, Investment Related: N, Hours Per Month: 1. **Fixed Insurance, 4010 Boy Scout Blvd, Suite 700, Tampa, FL 33607, Annuities, DI, 10/02/17, Investment Related: Y, Hours Per Month: 5.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-04 |
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