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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2017-10-30 |
Branch Locations
1013 Centre Rd Ste 303, Wilmington, DE 19805 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities | Newark | DE | 06/2014 | 10/2017 |
| Massachusetts Mutual Life Insurance Company | Newark | DE | 07/2016 | 10/2017 |
| Mml Investors Services, Llc | Newark | DE | 03/2017 | 10/2017 |
| Principal Life Insurance Company | Wilmington | DE | 10/2017 | Present |
| Principal Securities, Inc. | Wilmington | DE | 10/2017 | Present |
| Financial Advisors Of Delaware Valley | Wilmington | DE | 11/2017 | 06/2025 |
| Andmore Wealth Partners Llc | Wilmington | DE | 06/2025 | Present |
**Fixed Insurance, 1013 Centre Rd, Suite 100, Wilmington, DE 19805, Group Life, DI, LTC, Annuities, 10/30/17,Investment Related (Y/N): Y,% Income: 25,Hours Per Month: 20,Hours during Securities: 20. **P&C INSURANCE POSITION: Property & Casualty Insurance NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/01/2023 ADDRESS: 1013 CENTRE RD, SUITE 303, WILMINGTON DE 19805, United States DESCRIPTION: I would like to use the property and casualty lines of my insurance licenses to actively market home, auto and umbrella coverage to clients and prospects with which I'm in conversations. **ROTARY CLUB OF NEWARK (DELAWARE) POSITION: Community Service Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 07/01/2022 ADDRESS: 401 Louviers Drive, Newark DE 19711, United States DESCRIPTION: As the Club's Community Service Chair, I am the main point of contact for any community service projects in which our club chooses to participate. **ANDMORE WEALTH PARTNERS LLC (DBA) POSITION: DBA partner NATURE: Comprehensive financial planning services including investments, insurance, group benefits, etc. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 07/01/2025 ADDRESS: 1013 Centre Road, Suite 303, Wilmington DE 19805, United States DESCRIPTION: This DBA is for an LLC that we are establishing to formalize a partnership between myself and John Goodwin.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 2002-04-17 |
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