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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-17 |
| CA | RA | APPROVED | 2008-08-06 |
Branch Locations
2998 Douglas Blvd Ste 330, Roseville, CA 95661 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christian Financial Strategies Financial & Insurance Llc | Roseville | CA | 12/2009 | Present |
| Principal Life Insurance Company | Roseville | CA | 03/2016 | Present |
| Aggregate Insurance Solutions | Roseville | CA | 11/2013 | 09/2018 |
| Ridge Point Financial Wealth Management And Insurance Solutions | Roseville | CA | 05/2019 | Present |
| Principal Securities Inc | Roseville | CA | 03/2016 | Present |
| Almond Valley Wealth Management | Roseville | CA | 01/2026 | Present |
**Fixed Insurance; Investment Related; Roseville, CA; Agent; Life, Annuities, DI, Group Benefits, LTC; Start Date: 06/03/2019; 2 hrs per month; 2 during trading hours. **Ridgepoint Financial Wealth Management & Insurance Services LLC; Not Investment Related; Roseville, CA; Owner/President; Entity established as DBA. No business done through the LLC, only used for marketing.; Start Date: 05/01/2019; 10 hrs per month; 0 during trading hours. **CHRISTIAN FINANCIAL STRATEGIES FINANCIAL & INSURANCE SOLUTIONS, LLC (DBA) POSITION: Owner/President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2009 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: Entity established as DBA. No business done through the LLC, only used for marketing. **ALMOND VALLEY WEALTH MANAGEMENT (DBA) POSITION: Sr. Advisor/Partner NATURE: Financial Strategies/Needs Analysis Life Insurance/Annuities Mutual Funds/Securities/ VA / VL DI/A&H Insurance Group/Health Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2026 ADDRESS: 1478 Stone Point Drive, Suite 390, Roseville CA 95661, United States DESCRIPTION: This DBA will be used as a marketing tool to help grow my practice. All business will be submitted directly with Principal. No revenue will be processed through this DBA. I will be one of the four Sr. Advisors/Partners.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-19 |
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