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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-09 |
| FL | RA | APPROVED | 2016-12-09 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Tampa | FL | 01/2015 | 12/2016 |
| Principal Life Insurance Company | Tampa | FL | 12/2016 | Present |
| Principal Securities Inc | Tampa | FL | 12/2016 | Present |
**Fixed Insurance, Life, Annuities, LTC, DI, 01/12/17. **Fixed Insurance; Investment Related; 23453 Gracewood Circle, Land O Lakes, FL 34639; Agent; Group Medical/Health; Start Date: 03/15/2018; 3 hrs per month; 3 during trading hours. **PGA POSITION: Camera assistant NATURE: Volunteer at Valspar Golf Tournament INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 14 START DATE: 03/15/2023 ADDRESS: Innisbrook Golf Resort, Palm Harbor FL 33601, United States DESCRIPTION: I am going to be a volunteer from 3/15-3/19/2023 as a camera assistant for the Valspar Golf tournament which is sponsored by the PGA. **PGA POSITION: Cameraman Assistant NATURE: Volunteer at Valspar Golf Tournament INVESTMENT RELATED: No NUMBER OF HOURS: 48 SECURITIES TRADING HOURS: 14 START DATE: 03/19/2025 ADDRESS: Innisbrook Golf Resort, Palm Harbor FL 33601, United States DESCRIPTION: I am going to be a volunteer from 3/19-3/23 as a cameraman assistant for the Valspar Golf Tournament which is sponsored by PGA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-29 |
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