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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ctc Financial Services | Almond | NY | 01/1997 | Present |
| Principal Securties | Almond | NY | 03/2016 | Present |
| Principal Life Insurance | Almond | NY | 10/2001 | Present |
**HEALTH AND ACCIDENT INSURANCE, 05/2010, SELLING HEALTH AND ACCIDENT INSURANCE THROUGH VARIOUS CARRIERS. **OUTSIDE HEALTH INSURANCE, EXCELLUS, MVP, 8/24/10. **FIXED INSURANCE; LIFE, ANNUITIES; 01/12/17. **Fixed Insurance; Not Investment Related; Almond, NY; Agent; DI, LTC; Start Date: 08/01/2021; 10 hrs per month; 10 during trading hours. **Fixed Insurance; Investment Related; Almond, NY; Agent; Group Benefits; Start Date: 01/01/2018; hrs per month; 1 during trading hours. **Rental Property; Not Investment Related; Alfred, NY; Owner; monthly rental income received from tenants; Start Date: 01/01/2014; 2 hrs per month; 0 during trading hours. **TINKERTOWN HARDWARE, OWNER OF SMALL COMMUNITY HARDWARE STORE, PURCHASING WITH THE INTENTION OF MY SON TAKING THE BUSINESS OVER WHEN HE IS READY,6/11/13. **Guest Speaker, Speaker at various churches, lay preacher, 07/29/16. **WELLSVILLE FULL GOSPEL CHURCH POSITION: Church Treasurer NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 2221 Hanover Hill Rd., Wellsville NY 14895, United States DESCRIPTION: Changes made to OBA type and description by Field Supervisor after conversation with FP Curtis Corkey. This is a Board Position and Church Treasurer is a title only position. Curtis will not have any check writing abilities, he will have view only access to church accounts, and will not be giving any advice or recommendations for church funds. The church is not a client.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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