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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-06-24 |
Branch Locations
2713 Stange Road, Suite 105, Ames, IA 50010 • United States
Des Moines, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Des Moines | IA | 05/2007 | 06/2026 |
| Princor Financial Services Corporation | Des Moines | IA | 08/2018 | 06/2026 |
| Tiaa | Ames | IA | 06/2026 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Ames | IA | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-29 |
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