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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-29 |
Branch Locations
711 High St, Des Moines, IA 50392 • United States
Cartersville, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Financial Securities | Ada | MI | 08/2014 | 02/2021 |
| Pacific Life Insurance | Newport Beach | CA | 02/2021 | 08/2021 |
| Pacific Select Distributors Llc | Newport Beach | CA | 02/2021 | 08/2021 |
| Principal Life Insurance | Wesley Chapel | FL | 09/2021 | Present |
| Principal Securities Inc | Des Moines | IA | 09/2021 | Present |
**KEVIN L. ULLERY POSITION: Delivery Driver NATURE: Delivering goods INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2022 ADDRESS: 31 Ridgeline Way NW, Cartersville GA 30121, United States DESCRIPTION: Spark Delivery Driver - The role is to deliver products from stores to retail customers. **KEVIN L. ULLERY POSITION: Uber - Driver NATURE: Delivery Driver INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2023 ADDRESS: 31 Ridgeline Way NW, Cartersville GA 30121, United States DESCRIPTION: I will be acting a courier for items and potentially providing rides to individuals for payment. **KEVIN L. ULLERY POSITION: Mystery Shopper NATURE: Mystery Shopping INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: 31 Ridgeline Way NW, Cartersville GA 30121, United States DESCRIPTION: I work as an independent contractor associated with 15+ different mystery shopping companies doing evaluations. I am able to work on my own time and receive compensation in the form of fees, reimbursements or a combination of the two. **SELF POSITION: Investment Property NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 10/31/2025 ADDRESS: 1625 Brent Terr, The Villages FL 32764, United States DESCRIPTION: Investment property for short term rentals in The Villages, Florida. The property manager is A-J Home Concierge (Contact - Jessie Dumont).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-29 |
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