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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-08-22 |
Branch Locations
401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States
Charlotte, NC • 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 |
|---|---|---|---|---|
| Nationwide Investment Services Corporation | Columbus | OH | 04/2015 | 08/2017 |
| Freelance Commercial Writer | Charlotte | NC | 09/2017 | 05/2018 |
| Home Depot | Charlotte | NC | 02/2018 | 05/2018 |
| Transamerica Retirement Solutions | Midland | NC | 05/2018 | 08/2023 |
| Transamerica Investors Securities Corporation | Midland | NC | 05/2018 | 08/2023 |
| Principal Securities Inc | Charlotte | NC | 08/2023 | Present |
| Principal Life Insurance Company | Charlotte | NC | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-06 |
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