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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 |
| VA | RA | APPROVED | 2019-10-17 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Insurance | Bethesda | MD | 02/2004 | Present |
| Ford & Associates Wealth Management Llc | Bethesda | MD | 10/2018 | Present |
| Principal Securities Inc | Alexandria | VA | 03/2016 | Present |
*OUTSIDE INSURANCE, FIXED ANNUITIES,06/30/11. *FIXED INSURANCE; GROUP BENEFITS; 04/21/2016 *Fixed Insurance, Group life, DI, vision, dental, 12/27/16. **FORD & ASSOCIATES WEALTH MANAGEMENT LLC (DBA) POSITION: Ford & Associates Wealth Management LLC NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/08/2025 ADDRESS: 100 N. Pitt St., Suite 400, Alexandria VA 22314, United States DESCRIPTION: Added LLC to formalize the partnership between myself and Peter Webster. DBA name would need to be updated as well to reflect LLC. LLC is also to manage business expenses.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-28 |
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