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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Northville | MI | 11/2006 | Present |
| Principal Securities Inc | Northville | MI | 03/2016 | Present |
**ST. CATHERINE OF SIENA ACADEMY POSITION: JV Tennis Coach NATURE: Coach INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 03/28/2022 ADDRESS: 28200 Napier Rd, Wixom MI 48393, United States DESCRIPTION: JV tennis coach for high school tennis team. **PRINCIPAL BANK AND PRINCIPAL TRUST POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: 28411 Northwestern Highway, Southfield MI 48034, United States DESCRIPTION: Formally designated bank officer in order to access information and adequately support/manage retirement plan account relationships across both the insurance and b/d and bank/trust offerings of Principal.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-26 |
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