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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-17 |
Branch Locations
711 High St, Des Moines, IA 50392 • United States
Leander, TX • 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 |
|---|---|---|---|---|
| Durbin Bennett Private Wealth Management, Llc | Austin | TX | 11/2005 | 08/2018 |
| Reap Financial Group, Llc | Austin | TX | 02/2019 | 04/2019 |
| Kestra Advisory Services, Llc | Austin | TX | 04/2019 | 09/2019 |
| Unemployed | Austin | TX | 09/2024 | 11/2024 |
| Principal Securities Inc | Des Moines | IA | 01/2025 | Present |
| Unemployed | Austin | TX | 08/2018 | 02/2019 |
| Per Stirling Capital Management | Austin | TX | 09/2019 | 12/2020 |
| Altruist Corp | Dallas | TX | 02/2021 | 08/2024 |
| Altruist Financial Llc | Dallas | TX | 02/2021 | 08/2024 |
| Altruist Llc | Dallas | TX | 02/2021 | 08/2024 |
| Principal Life Insurance Co | Des Moines | IA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2013-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-06 |
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