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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-13 |
| FL | RA | APPROVED | 2021-10-18 |
Branch Locations
4830 W Kennedy Blvd Ste 550, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life And Casualty | Springhill | FL | 11/2018 | 09/2021 |
| Bankers Life Securities | Springhill | FL | 12/2018 | 09/2021 |
| Principal Life Insurance Company | Spring Hill | FL | 09/2021 | Present |
| Principal Securities Inc | Spring Hill | FL | 09/2021 | Present |
| Lirr | Jamaica | NY | 07/2015 | 08/2018 |
INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2021 ADDRESS: 4010 W boy scout blvd #700, Tampa FL 33607, United States DESCRIPTION: Selling and servicing of medicare supplements and drug coverage products through various carriers. INSURANCE POSITION: Outside Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2021 ADDRESS: 4010 W boy scout blvd #700, Tampa FL 33607, United States DESCRIPTION: Sales and servicing of fixed life insurance, fixed annuities, indexed annuities, long term care, disability income insurance through various carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-15 |
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