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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| IA | RA | APPROVED | 2009-06-19 |
Branch Locations
2302 W 1St St Ste 201E, Cedar Falls, IA 50613 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Co | Cedar Falls | IA | 06/2009 | Present |
| Principal Securities Inc | Cedar Falls | IA | 06/2009 | Present |
| Cdfs Financial Strategies | Cedar Falls | IA | 12/2016 | Present |
***VARIOUS COMPANIES, SALE & SERVICE OF GROUP HEALTH INSURANCE, IA, 1/10-PRESENT, NOT INVESTMENT RELATED. ***HOMELAND ENERGY SOLUTIONS. BOARD MEMBER. EFFECTIVE DATE - 04/02/2010. NOT INVESTMENT RELATED. 5 HRS/MO. ***OUTSIDE INSURANCE. 10/2012-PRESENT. VARIOUS COMPANIES-INDIVIDUAL, HEALTH, MEDICARE SUPPLEMENT, LTC. NOT INVESTMENT RELATED. ***Fixed Insurance, Fixed life, fixed annuities, DI and LTC, 12/28/16. ***Christensen & Driscoll Financial Services, Inc.; Not Investment Related; Cedar Falls, IA; Co-Owner; Entity established for DBA; Start Date: 07/01/2009; 50 hrs per month; 120 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-23 |
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