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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-30 |
| MO | RA | APPROVED | 2022-07-20 |
Branch Locations
16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States
Wildwood, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cutter & Company, Inc. | Ballwin | MO | 05/2009 | 12/2016 |
| Clark Financial | Chesterfield | MO | 05/2009 | 08/2017 |
| Planmember Securities Corporation | Carpinteria | CA | 10/2017 | 07/2022 |
| Principal Life Insurance Company | Wildwood | MO | 07/2022 | Present |
| Principal Securities, Inc. | Wildwood | MO | 07/2022 | Present |
SALE OF OUTSIDE INSURANCE POSITION: agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 07/16/2022 ADDRESS: 625 Maryville Centre Drive Suite 110, St Louis MO 63141, United States DESCRIPTION: Sale of service of outside fixed insurance products through various carriers - life, LTC, DI, and group products (life and disability).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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