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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2014-10-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insuranc Company | Tucson | AZ | 06/2014 | 12/2017 |
| Princor Financial Services Corporation | Tucson | AZ | 06/2014 | Present |
| Vetrano Financial Services | Tucson | AZ | 06/2014 | Present |
| Crest Insurance | Tucson | AZ | 06/2015 | 03/2017 |
***Vetrano Financial Services; Not Investment Related; 7498 N LaCholla Blvd, Tucson, AZ 85741; Sales Support Specialist; Assisting with preparation and input of client brokerage/funds applications,taking information to complete life insurance applications and all follow through until policy delivery is completed. Support in the Pre-Sale aspect versus Service support post-sale; Start Date: 12/01/2017; 160 hrs per month; 160 during trading hours. LISA ZAK POSITION: Notary NATURE: Notary Commission INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/08/2022 ADDRESS: 8765 N Moonfire Dr, Tucson AZ 85743, United States DESCRIPTION: For the purpose of notarizing documents when needed, outside of business. Bond and commission already paid for as I believed I could notarize customer documents. Now understanding I cannot, the commission will be held until expiration and not used for any business related purpose.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-19 |
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