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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-05-26 |
| TX | RA | APPROVED | 2021-06-17 |
| CO | RA | APPROVED | 2019-09-09 |
Branch Locations
4600 S Syracuse St Ste 1000, Denver, CO 80237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Standard Insurance Company | Clearfield | UT | 02/2008 | 08/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Clearfield | UT | 08/2013 | 08/2019 |
| Waddell & Reed, Inc | Cottonwood Heights | UT | 08/2013 | 08/2019 |
| Principal Securities Incorporated | Denver | CO | 08/2019 | Present |
| Principal Life Insurance Company | Denver | CO | 09/2019 | Present |
**Fixed Insurance; Investment Related; Denver, CO; Agent; Fixed Life, Annuity, DI, Health, LTC, Medicare Supplements, Group Products; Start Date: 09/01/2019; 2 hrs per month; 2 during trading hours. **NAIFA POSITION: Membership Committee Chair NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2024 ADDRESS: 4600 S Syracuse St, Suite 1000, Denver CO 80237, United States DESCRIPTION: Help lead NAIFA membership (joining members, leaving members etc.) in the local NAIFA chapter **CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS POSITION: High Councilor NATURE: Church position - High Council INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 08/20/2023 ADDRESS: 11755 Tara Ln, Parker CO 80134, United States DESCRIPTION: I receive assignments from the presidency of a stake, who oversees 7 local congregations. The assignments include setting up chairs for church meetings, reporting facility issues, and giving an occasional sermon.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-19 |
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