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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-10 |
| PA | RA | APPROVED | 2013-03-25 |
Branch Locations
550 E Swedesford Rd Ste 240, Wayne, PA 19087 • United States
Lansdale, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Wayne | PA | 03/2013 | Present |
| Financial Advisors Of Delaware Valley | Wayne | PA | 04/2013 | Present |
| Principal Securites Inc | Wayne | PA | 03/2016 | Present |
**RENTAL PROPERTY, OWN A RESIDENTIAL RENTAL PROPERTY IN JEFFERSONVILLE, PA, 02/11/2014. **OUTSIDE INSURANCE, FIXED LIFE & ANNUITIES, LTC, DI, GROUP, HEALTH, 03/31/15. **KPC Real Estate Holdings LLC; sole member, rental property; 01/12/2016. **SPC Real Estate Holdings, Owner, 03/24/16. **VAIL RESORTS - MOUNT SNOW POSITION: Event Crew NATURE: Ski Race Event Crew INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/06/2021 ADDRESS: 39 Mount Snow Road, West Dover VT 05356, United States DESCRIPTION: I will be assisting the Mount Snow race program to prepare for their race events. **RENTAL PROPERTY POSITION: Own a residential rental property in Jeffersonville, PA NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/11/2014 ADDRESS: 1030 Northridge Drive, Jeffersonville PA 19403, United States DESCRIPTION: Rental Property - 1030 Northridge Drive.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-09 |
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