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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-29 |
Branch Locations
Middleville, MI • United States
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Meridan Strategic Benefits Llc | Grand Rapids | MI | 06/2005 | 10/2019 |
| Princor | Grand Rapids | MI | 11/2006 | Present |
| Principal Life Insurance | Grand Rapids | MI | 03/2007 | Present |
INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2021 ADDRESS: 3196 Kraft Ave, Grand Rapids MI 49512, United States DESCRIPTION: Sales of Fixed Annuities, Fixed Life Insurance, DI, LTC, Group Benefits, Health Insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-13 |
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