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12130 Meredith Drive Suite 210W, Urbandale, IA 50322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-24 |
| IA | RA | APPROVED | 2023-08-01 |
Branch Locations
12130 Meredith Drive Suite 210W, Urbandale, IA 50322 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | West Des Moines | IA | 10/2011 | 03/2021 |
| Principal Securities Inc | W Des Moines | IA | 10/2011 | 03/2021 |
| Strategic Wealth Solutions Llc | Urbandale | IA | 10/2011 | Present |
| Kestra Investment Services | Clive | IA | 04/2020 | 07/2023 |
| Kestra Advisory Services | Clive | IA | 04/2020 | 07/2023 |
Business Name: ADVISORS EXCEL POSITION: BGA Relationship NATURE: Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 4 START DATE: 02/17/2022 ADDRESS: 2950 SW McClure Rd., Topeka KS 66614 DESCRIPTION: Fixed insurance, including annuities and providing referrals to the Medicare Sales Team at Advisors Excel. Business Name: AIG/AMERICAN GENERAL POSITION: Marketer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/06/2022 ADDRESS: 2919 Allen Pkwy, Houston TX 77019 DESCRIPTION: To be an agent of AIG/American General for the purpose of selling their Single Premium Immediate Annuity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-01 |
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