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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-08 |
| NE | RA | APPROVED | 2016-04-25 |
Branch Locations
18205 Capitol Ave Ste 300, Elkhorn, NE 68022 • United States
1508 J F Kennedy Dr Ste 201, Bellevue, NE 68005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Elkhorn | NE | 07/2014 | Present |
| Oncall Advisors | Omaha | NE | 01/2017 | 12/2017 |
| Walnut Hill Advisors | Elkhorn | NE | 12/2017 | Present |
| Principal Securities Inc | Elkhorn | NE | 03/2016 | Present |
***Rental Property; Owner; 03/09/17. ***Outside Insurance, Fixed Life, Fixed Annuities, Group Benefits, DI, 08/23/17. ***STARDUST STABLES, LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2021 ADDRESS: 8532 N 169th Street, Bennington NE 68007, United States DESCRIPTION: Rental property with two tenants and farming operation whose primary purpose is the boarding of horses. LLC will collect rent from horse owners currently under contract on property on a monthly basis for their daily care. Two tenants will be providing that care. LLC for tax and legal protection to support ownership of livestock. ***WALNUT HILL ADVISORS, LLC (DBA) POSITION: Founder NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 8532 N 169th Street, Bennington NE 68007, United States DESCRIPTION: I am founding the LLC under the advice of my accountant. We will use this for overhead and tax purposes. ***UNIVERSITY OF NEBRASKA OMAHA POSITION: Board Member, non-voting NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 18205 Capitol Avenue, Suite 300, Elkhorn NE 68022, United States DESCRIPTION: Sit in quarterly meetings to learn more about the university and what that department is working on, planning for, etc. Simply an advisory counsel. No votes, no contributions, not much more actually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-19 |
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
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