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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-08 |
| OH | RA | APPROVED | 2005-04-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Dublin | OH | 05/2002 | Present |
| Principal Life Insurance Company | Dublin | OH | 05/2002 | Present |
| Mccloskey Financial Group | Dublin | OH | 03/2003 | Present |
| Insurance First Capital Llc | Dublin | OH | 06/2014 | Present |
**INSURANCE FIRST CAPITAL, LLC; MANAGING MEMBER OF LLC. SALES OF HEALTH INSURANCE, HOME, AUTO, LIABILITY, PROPERTY, D&O AND E&O THROUGH VARIOUS CARRIERS; 06/05/2014. **Fixed Insurance; Investment Related; Dublin, OH; Agent; Fixed Life, Annuities, DI, Group, LTC, Health; Start Date: 11/24/2014; 2 hrs per month; 2 during trading hours. **JMJ CAPITAL COMPANY, LTD POSITION: Managing Member NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/21/2024 ADDRESS: 580 S High Street, Suite 150, Columbus OH 43215, United States DESCRIPTION: Investing capital as a Family Limited Partnership/LLC. Intending to participate in the following activities including but not limited to: Purchasing rental real estate. Investing in public securities portfolios through my broker dealer. Investing in limited partnerships and private debt/equity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-07-31 |
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