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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-14 |
| MO | RA | APPROVED | 2016-10-03 |
Branch Locations
16305 Swingley Ridge Rd Ste 465, Chesterfield, MO 63017 • United States
Ballwin, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Festus | MO | 08/2008 | 09/2016 |
| Principal Life Insurance Company | Saint Louis | MO | 10/2016 | Present |
| Principal Securities, Inc. | Saint Louis | MO | 10/2016 | Present |
| Triskele Financial Llc | St. Louis | MO | 02/2022 | Present |
***Fixed Insurance, Life, DI, LTC, Annuities, 11/30/16.***Fitzgerald Financial Advisors, LLC; Not Investment Related; Chesterfield, MO; Owner; Ownership of LLC established for record keeping and expense processing only.; Start Date: 03/13/2019; 4 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-24 |
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