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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-01-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Princor Financial Services Corporation | New Port Richey | FL | 12/2015 | Present |
| Principal Life Insurance Company | New Port Richey | FL | 12/2015 | Present |
***Fixed Insurance, Life, Annuities, LTC, DI, 01/07/16. ***Schalles & Associates CPA, Owner, CPA, 01/07/16. ***Gulfview Apartments; Not Investment Related; 5320 Main St, New Port Richey, FL 34652; Rental Property Owner; 2 commercial office spaces, 5 residential apartments. Owned jointly with spouse. Maintain building.; Start Date: 01/01/1992; 20 hrs per month; 1 during trading hours. S&W CORPORATION POSITION: VP NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2000 ADDRESS: 8125 SR 52, HUDSON FL 34667, United States DESCRIPTION: ACCOUNTING AND TAX SERVICES ACCURATE BOOKKEEPING POSITION: VP NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2005 ADDRESS: 3204 US ALT 19, PALM HARBOR FL 34683, United States DESCRIPTION: ACCOUNTING AND TAX SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-22 |
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