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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-03-03 |
Branch Locations
5080 Spectrum Dr Ste 1200E, Addison, TX 75001 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Addison | TX | 01/2012 | Present |
| Strategus Financial Consulting Llc | Addison | TX | 03/2015 | 03/2026 |
| Principal Securities Inc | Addison | TX | 03/2016 | Present |
| North Texas Tax And Financial | Addison | TX | 07/2023 | Present |
**FIXED INSURANCE, ANNUITIES, LTC, DENTAL, HEALTH, DI, Non-medical group insurance, 9/1/17. **Noey Enterprises LLC; Not Investment Related; 8652 Paradise Dr, McKinney, TX 75070; Owner; LLC established to hold rental property, co-own with wife.; Start Date: 03/01/2014; 0 hrs per month; 0 during trading hours. **NORTH TEXAS TAX & FINANCIAL POSITION: North Texas Tax & Financial NATURE: CPA/Accounting Services/Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 19 SECURITIES TRADING HOURS: 19 START DATE: 01/01/2024 ADDRESS: 5080 Spectrum Dr, Suite 1200E, Addison TX 75001, United States DESCRIPTION: Tax Preparation and bookkeeping services provided by employees. **BLUESTAR EQUITY HOLDINGS LLC POSITION: Manager NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/18/2025 ADDRESS: 2801 Adon Springs Ln, Celina TX 75009, United States DESCRIPTION: It is an LLC that will own my private office.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-24 |
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