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Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-17
PA RA APPROVED 2005-07-11
  • TX RA
    APPROVED
    Since 2021-06-17
  • PA RA
    APPROVED
    Since 2005-07-11

Branch Locations

875 Berkshire Blvd Ste 105, Wyomissing, PA 19610 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moyer Insurance And Financial Solutions Wyomissing PA 11/2010 Present
Principal Securities Inc Reading PA 03/2016 Present
  • 11/2010 → Present
    Moyer Insurance And Financial Solutions
    Wyomissing, PA
  • 03/2016 → Present
    Reading, PA
Other Businesses

***OUTSIDE INSURANCE,SALES OF TRADITIONAL LIFE, TERM, EMPLOYEE GROUP BENEFITS, HEALTH INSURANCE, LTC & TRAVEL ACCIDENT INSURANCE, 10/4/11. ***Outside Insurance, DI, Fixed Annuities, 08/14/17. P&C INSURANCE POSITION: Registered Representative NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2021 ADDRESS: 300 N Kenhorst Boulevard, Reading PA 19607, United States DESCRIPTION: Property and Casualty Insurance. Referring property and casualty business to outside insurance agencies and splitting the commissions. MIFS, LLC POSITION: Owner of an LLC NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2010 ADDRESS: 875 Berkshire Bouelvard, Suite 105, Wyomissing PA 19610, United States DESCRIPTION: MIFS, LLC is sole member LLC, outside insurance and PSI commissions are paid to MIFS LLC and office expenses including rent, payroll, etc are paid out of MIFS LLC

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-02-24
  • S63 Uniform Securities Agent State Law Examination
    1989-02-24
Designations
Other Names
  • Jon D Moyer

View on SEC IAPD

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