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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-08-11 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Cooperstown | NY | 07/2012 | 11/2019 |
| Princor Financial Services Corp | Cooperstown | NY | 07/2012 | 11/2019 |
| Securities America, Inc. | Cooperstown | NY | 11/2019 | 06/2024 |
| Securities America Advisors | Cooperstown | NY | 11/2019 | 06/2024 |
| Osaic Wealth, Inc. | Cooperstown | NY | 06/2024 | 08/2025 |
| Osaic Wealth, Inc. | Cooperstown | NY | 06/2024 | 08/2025 |
| Principal Life Insurance Co | Cooperstown | NY | 08/2025 | Present |
| Principal Securities Inc | Cooperstown | NY | 08/2025 | Present |
| Allied Financial Partners | Cooperstown | NY | 11/2019 | 08/2025 |
**INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/15/2025 ADDRESS: 55 Grove Street, Unit 57, Cooperstown NY 13326, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Dental, Medicare & Medical Insurance through various carriers. **JJAYT ENTERPRISES LLC POSITION: Personal and Commercial Rental Properties NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/01/2019 ADDRESS: 19 River Street, Cooperstown NY 13326, United States DESCRIPTION: LLC created for income from: Rent Commercial Office Space to business owners. Rent Long Term Housing to individuals. Rent Short Term Housing to individuals. **OTSEGO COUNTY CHAMBER OF COMMERCE POSITION: Incoming Board Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 189 Main Street, Oneonta NY 13820, United States DESCRIPTION: Title: Board Chair. Responsibilities: Facilitate monthly board meetings and work closely with executive director on chamber operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-10-29 |
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