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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2003-11-14 |
Branch Locations
7625 Paragon Rd Ste B, Centerville, OH 45459 • United States
400 E Business Way Ste 125, Sharonville, OH 45241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Cincinnati | OH | 10/2001 | 12/2025 |
| Principal Securities Inc | Sharonville | OH | 03/2016 | Present |
| Lake Forest Financial Advisors | Sharonville | OH | 06/2022 | Present |
***OUTSIDE INSURANCE/GROUP BENEFITS. 03/2010-PRESENT. SELLS INDIVIDUAL/GRP LIFE, DI, LTC, MEDICAL, ETC. THROUGH VARIOUS CARRIERS. NOT INVESTMENT RELATED. 1-5 HRS/MO. ***VARIOUS ALLIANCES. 03/2010-PRESENT. MEDICAL INS, NON-MED GRP/INDIVIDUAL. REFERS CLAIMS TO OTHERS. NOT INVESTMENT RELATED. 5 HRS/MO. ***Fixed Insurance, Fixed Annuities, 05/27/16. ***Evendale Golf League; Not Investment Related; Cincinnati, OH; Secretary; send out an email weekly with results; Start Date: 04/12/2021; 4 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-07 |
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