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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 |
| CA | RA | APPROVED | 2014-01-02 |
Branch Locations
4370 La Jolla Village Dr Ste 1025, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | San Diego | CA | 06/2002 | Present |
| Principal Life Insurance Co | San Diego | CA | 06/2002 | Present |
| Mahdion Financial And Insurance Center | San Diego | CA | 07/2008 | Present |
| Frisco Financial And Insurance Services | San Diego | CA | 09/2009 | Present |
**VARIOUS CARRIERS,01/2010, SELLS HEALTH INS. **OUTSIDE INSURANCE, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES, LONG TERM CARE INSURANCE AND DISABILITY INSURANCE THROUGH VARIOUS CARRIERS, 11/05/14. **Laurels for Leaders; Not Investment Related; San Diego, CA; Board Member; Attend monthly board meetings; Start Date: 06/01/2020; 4 hrs per month; 0 during trading hours. **SAN DIEGO KIWANIS POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 10/01/2024 ADDRESS: 3276 Rosecrans St., #202, San Diego CA 92110, United States DESCRIPTION: President, attend monthly board and club meetings. Periodically, attend regional functions with other non-profit groups that the club supports.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-22 |
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