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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-01-20 |
Branch Locations
8310 N Capital Of Texas Hwy Bldg 1 Ste 175, Austin, TX 78731 • 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 |
|---|---|---|---|---|
| Guardian Life Ins | Austin | TX | 09/2014 | 12/2016 |
| Park Avenue Securities | Austin | TX | 10/2014 | 12/2016 |
| Principal Life Insurance Company | Austin | TX | 12/2016 | Present |
| Principal Securities Inc | Austin | TX | 12/2016 | Present |
| Crystal Falls Financial Group | Cedar Park | TX | 01/2020 | 11/2023 |
| Leander Wealth Management, Llc | Austin | TX | 07/2021 | Present |
**Fixed Insurance, Fixed life, DI, LTC, Vision, Dental, Health, 12/22/16. **LHS BOOSTER CLUB POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 08/31/2023 ADDRESS: 2301 Bagdad Rd, Leander TX 78641, United States DESCRIPTION: President of High School Booster Club. **ELECTRA LINK POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2026 ADDRESS: 221755 IH-45, Building 10, Spring TX 77388, United States DESCRIPTION: Elected member of the Board of Trustees for Electra Link. Responsibilities include attending semiannual board meetings, providing oversight on business strategy, reviewing financial performance, business valuation, and budgets, and participating in decisions related to executive compensation, including salary and bonus determinations for senior executives (President and CFO). No day-to-day management responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-07-19 |
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