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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-24 |
Branch Locations
711 High St, Des Moines, IA 50392 • United States
Austin, 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 |
|---|---|---|---|---|
| Intrust Fiduciary Group | Austin | TX | 07/2015 | 05/2017 |
| Intrust Fiduciary Group | Austin | TX | 08/2015 | 05/2017 |
| Principal Life Insurance Company | Austin | TX | 05/2017 | Present |
| Principal Securities, Inc. | Austin | TX | 06/2017 | Present |
**TRAVIS COUNTY MEDICAL SOCIETY ALLIANCE POSITION: Treasurer Elect NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 7913 Cobblestone, Austin TX 78735, United States DESCRIPTION: Reporting to the board the financial activity of the alliance. Check writing is mostly refunding members who have used their own funds to buy items for different meetings. Work involves monthly balance sheets and reporting. **TRAVIS COUNTY MEDICAL ALLIANCE POSITION: VP- Community Service NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/02/2024 ADDRESS: 4300 N. Lamar Blvd, Austin TX 78756, United States DESCRIPTION: VP Community Service is the liaison between organizations, mostly non-profit, that benefit from grants provided by the Travis County Medical Alliance. This position operates under the Travis County Medical Alliance Foundation. This role communicates to prior grant recipients to let them know about the upcoming years application deadlines, reviews of their grant application (within a grant review committee), selection of the final recipients. We are a non-profit that supports and fosters social networks for the families of medicine. We support organizations that improve the outcomes of members of our society in central TX by offering grants to their projects.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-16 |
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