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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-16 |
| CA | RA | APPROVED | 2008-10-10 |
Branch Locations
1010 W Alluvial Ave Ste 111, Fresno, CA 93711 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Fresno | CA | 12/2013 | Present |
| Principal Securities Inc | Fresno | CA | 03/2016 | Present |
**AGENT (VARIOUS COMPANIES); SELLING GROUP LIFE, DI, LTC, LIFE AND GROUP HEALTH; SELLING PRODUCTS THROUGH COMPANIES APPROVED BY PFG. **ANTHONY AND SALLY PALERMO; 1703 GLEN OBAN IN CLOVIS, CA 93619; RENTAL HOME; 9/2005. **BENELECT, RECEIVES ADMINISTRATION FEES FROM TPA FIRM ON GROUP HEALTH BUSINESS, 9/24/13. **MANSIONETTE COUNTY ESTATES HOA POSITION: Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 9087 E. Sierra Ave, Clovis CA 93619, United States DESCRIPTION: As one of the most tenured board members, I took on the responsibility to replace the past Treasurer of 40 years, to make to the transition to the use of a new Bookkeep to handle all the "accounting" details was in place before I leave to BOD in a year and a half. My duties are to pick up the HOA's mail and report the monthly reports from the bookkeeper to the Board of Directors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-02 |
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