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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Houston | TX | 03/2016 | Present |
| Principal Life Insurance Company | Houston | TX | 08/2019 | Present |
| Principal Life Insurance Company | Houston | TX | 01/2013 | 08/2019 |
| Middle Creek Investments | Houston | TX | 11/2019 | 09/2020 |
| Middle Creek Financial | Houston | TX | 09/2020 | Present |
ZWESCHPER LAND & CATTLE, PARTNER OF COMMERCIAL BEEF CATTLE RANCH, 2/14/12. ***Fixed Insurance; Investment Related; Houston, TX; Agent; Fixed Life, DI, LTC, Annuities, Health, P&C; Start Date: 07/26/2006; 12 hrs per month; 12 during trading hours.***Fixed Insurance; Investment Related; Houston, TX; Agent; Group Insurance; Start Date: 12/01/2006; 12 hrs per month; 12 during trading hours. ***Oil Royalties - Penn Virginia; Not Investment Related; Moulton, TX; ; income received from the sale of oil on property; Start Date: 08/01/2019; 0 hrs per month; 0 during trading hours. ***Schulenburg Chamber of Commerce; Not Investment Related; Schulenburg, TX; Board Member; Voluntary position, general board member, duties are a monthly meeting in the evening were we give direction to the executive director as needed.; Start Date: 06/01/2021; 5 hrs per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-27 |
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