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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-17 |
| MI | RA | APPROVED | 2018-09-07 |
Branch Locations
608 S Washington Ave Ste 200, Lansing, MI 48933 • United States
3196 Kraft Ave Se Ste 101, Grand Rapids, MI 49512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Lansing | MI | 07/2013 | 03/2018 |
| Principal Life Insurance Company | Lansing | MI | 03/2018 | Present |
| Principal Securities Inc | Lansing | MI | 03/2018 | Present |
**PGA OF AMERICA POSITION: Golf Teaching Professional NATURE: Golf Coach INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 1315 TURNER ST, DeWitt MI 48820-8118, United States DESCRIPTION: Teaching golf lessons. **BLENDED LEARNING ACADEMY CREDIT RECOVERY HIGH SCHOOL POSITION: Board Member/Vice President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/11/2018 ADDRESS: 1754 Clark Road, Lansing MI 48906, United States DESCRIPTION: Oversight of operations of school and student development. **FIXED INSURANCE POSITION: Fixed Insurance sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/10/2021 ADDRESS: 608 S Washington Ave, Ste 200, Lansing MI 48933-2304, United States DESCRIPTION: Sales and service of fixed life, DI, fixed annuities, long term care and Medicare supplements through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-12 |
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